Pinnacle Financial Partners (Tennessee)’s iShares Dow Jones US ETF IYY Stock Holding History

Pinnacle Financial Partners (Tennessee)’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 Q2	–	Sell	-5,884	Closed	-$842K	–	527
2025 Q1	$842K	Hold	5,884	–	–	0.02%	289
2024 Q4	$821K	Hold	5,884	–	–	0.02%	287
2024 Q3	$821K	Hold	5,884	–	–	0.02%	289
2024 Q2	$754K	Hold	5,884	–	–	0.02%	297
2024 Q1	$754K	Hold	5,884	–	–	0.02%	291
2023 Q4	$686K	Hold	5,884	–	–	0.02%	283
2023 Q3	$615K	Hold	5,884	–	–	0.02%	281
2023 Q2	$637K	Hold	5,884	–	–	0.02%	279
2023 Q1	$589K	Hold	5,884	–	–	0.02%	284
2022 Q4	$550K	Hold	5,884	–	–	0.02%	286
2022 Q3	$516K	Hold	5,884	–	–	0.02%	275
2022 Q2	$543K	Hold	5,884	–	–	0.02%	264
2022 Q1	$655K	Hold	5,884	–	–	0.02%	260
2021 Q4	$693K	Hold	5,884	–	–	0.02%	262
2021 Q3	$635K	Hold	5,884	–	–	0.02%	261
2021 Q2	$635K	Hold	5,884	–	–	0.03%	247
2021 Q1	$555K	Buy	5,884 +2,942	+100%	+$287K	0.03%	248
2020 Q4	$490K	Sell	2,942 -2,942	-50%	-$262K	0.02%	254
2020 Q3	$490K	Hold	5,884	–	–	0.03%	241
2020 Q2	$450K	Hold	5,884	–	–	0.03%	244
2020 Q1	$371K	Hold	5,884	–	–	0.03%	258
2019 Q4	$470K	Hold	5,884	–	–	0.03%	263
2019 Q3	$434K	Hold	5,884	–	–	0.03%	256
2019 Q2	$430K	Hold	5,884	–	–	0.03%	252
2019 Q1	$415K	Hold	5,884	–	–	0.03%	249
2018 Q4	$366K	Hold	5,884	–	–	0.03%	248
2018 Q3	$428K	Hold	5,884	–	–	0.04%	250
2018 Q2	$401K	Hold	5,884	–	–	0.04%	239
2018 Q1	$389K	Hold	5,884	–	–	0.04%	233
2017 Q4	$393K	Buy	+5,884	New	+$383K	0.04%	230
2017 Q3	–	Sell	-5,884	Closed	-$357K	–	373
2017 Q2	$357K	Hold	5,884	–	–	0.05%	222
2017 Q1	$348K	Buy	+5,884	New	+$343K	0.07%	197

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SNWA

Siligmueller & Norvid Wealth Advisors Glen Ellyn, Illinois $222M AUM 10.94% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s IYY Position: Q2 2025 in Review

Pinnacle Financial Partners (Tennessee) sold out of iShares Dow Jones US ETF (IYY) in Q2 2025, closing a stake of 5,884 shares — an estimated $842K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in IYY in Q1 2017 and held it in 32 quarters. The position peaked at $842K in Q1 2025. 258 funds tracked by Wall St. Rank hold IYY as of Q2 2025.

Pinnacle Financial Partners (Tennessee) reported no remaining iShares Dow Jones US ETF position as of Q2 2025 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 5,884 iShares Dow Jones US ETF shares in Q2 2025, an estimated $842K.
Pinnacle Financial Partners (Tennessee) first reported a position in iShares Dow Jones US ETF in Q1 2017 and held it in 32 quarters.
Pinnacle Financial Partners (Tennessee)'s iShares Dow Jones US ETF position peaked at $842K in Q1 2025.
258 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q2 2025, filed 28 Oct 2025.