Private Capital Management (Colorado)’s iShares Dow Jones US ETF IYY Stock Holding History

Private Capital Management (Colorado)’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
2024 Q4	$31.8K	Buy	223 +1	+0.5%	+$144	0.01%	176
2024 Q3	$31K	Buy	222 +1	+0.5%	+$135	0.01%	244
2024 Q2	$29.3K	Hold	221	–	–	0.01%	200
2024 Q1	$28.3K	Buy	221 +1	+0.5%	+$122	0.01%	211
2023 Q4	$25.6K	Buy	220 +2	+0.9%	+$217	0.01%	191
2023 Q3	$22.8K	Hold	218	–	–	0.01%	187
2023 Q2	$23.6K	Hold	218	–	–	0.01%	179
2023 Q1	$21.8K	Buy	+218	New	+$21.3K	0.01%	187

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

SFS

Sharp Financial Services Horsham, Pennsylvania $203M AUM 25.9% 1-Year Est. Return

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

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

Private Capital Management (Colorado)'s IYY Position: Q4 2024 in Review

Private Capital Management (Colorado) increased its iShares Dow Jones US ETF (IYY) stake by 0.45% in Q4 2024, buying an estimated $144 and bringing the position to 223 shares worth $31.8K. The position accounts for 0.01% of the portfolio, ranked #176.

Private Capital Management (Colorado) first reported a position in IYY in Q1 2023 and has held it in 8 quarters since. 261 funds tracked by Wall St. Rank hold IYY as of Q4 2024.

Private Capital Management (Colorado) held 223 shares of iShares Dow Jones US ETF worth $31.8K as of Q4 2024.
Private Capital Management (Colorado) bought 1 iShares Dow Jones US ETF share in Q4 2024, an estimated $144.
iShares Dow Jones US ETF made up 0.01% of Private Capital Management (Colorado)'s portfolio in Q4 2024, its #176 holding.
Private Capital Management (Colorado) first reported a position in iShares Dow Jones US ETF in Q1 2023 and has held it in 8 quarters since.
261 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.