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Optivise Advisory Services’s iShares Dow Jones US ETF IYY Stock Holding History

Optivise Advisory Services’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,605
Closed -$695K – 228
2025
Q2 		$695K Sell
4,605
-1
-0% -$139 0.36% 72
2025
Q1 		$627K Hold
4,606
– – 0.35% 69
2024
Q4 		$659K Sell
4,606
-155
-3% -$22.3K 0.36% 74
2024
Q3 		$665K Buy
4,761
+2
+0% +$269 0.35% 63
2024
Q2 		$630K Buy
+4,759
New +$607K 0.34% 68

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFS
Sharp Financial Services Horsham, Pennsylvania $203M AUM 25.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Optivise Advisory Services's IYY Position: Q3 2025 in Review

Optivise Advisory Services sold out of iShares Dow Jones US ETF (IYY) in Q3 2025, closing a stake of 4,605 shares — an estimated $695K sold.

Optivise Advisory Services first reported a position in IYY in Q2 2024 and held it in 5 quarters. The position peaked at $695K in Q2 2025. 262 funds tracked by Wall St. Rank hold IYY as of Q3 2025.

  • Optivise Advisory Services reported no remaining iShares Dow Jones US ETF position as of Q3 2025 after selling out during the quarter.
  • Optivise Advisory Services sold 4,605 iShares Dow Jones US ETF shares in Q3 2025, an estimated $695K.
  • Optivise Advisory Services first reported a position in iShares Dow Jones US ETF in Q2 2024 and held it in 5 quarters.
  • Optivise Advisory Services's iShares Dow Jones US ETF position peaked at $695K in Q2 2025.
  • 262 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2025.

Based on Optivise Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.