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Pension & Wealth Management Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Pension & Wealth Management Advisors’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
Q4 		– Sell
-400
Closed -$65K – 573
2025
Q3 		$65K Hold
400
– – 0.02% 249
2025
Q2 		$60.4K Hold
400
– – 0.02% 254
2025
Q1 		$54.4K Hold
400
– – 0.02% 258
2024
Q4 		$57.2K Buy
+400
New +$57.5K 0.02% 242

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Pension & Wealth Management Advisors's IYY Position: Q4 2025 in Review

Pension & Wealth Management Advisors sold out of iShares Dow Jones US ETF (IYY) in Q4 2025, closing a stake of 400 shares — an estimated $65K sold.

Pension & Wealth Management Advisors first reported a position in IYY in Q4 2024 and held it in 4 quarters. The position peaked at $65K in Q3 2025. 280 funds tracked by Wall St. Rank hold IYY as of Q4 2025.

  • Pension & Wealth Management Advisors reported no remaining iShares Dow Jones US ETF position as of Q4 2025 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 400 iShares Dow Jones US ETF shares in Q4 2025, an estimated $65K.
  • Pension & Wealth Management Advisors first reported a position in iShares Dow Jones US ETF in Q4 2024 and held it in 4 quarters.
  • Pension & Wealth Management Advisors's iShares Dow Jones US ETF position peaked at $65K in Q3 2025.
  • 280 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2025.

Based on Pension & Wealth Management Advisors's 13F filing for Q4 2025, filed 7 Aug 2026.