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Raleigh Capital Management’s iShares Dow Jones US ETF IYY Stock Holding History

Raleigh Capital Management’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
-37
Closed -$6.03K – 597
2025
Q3 		$6.03K Buy
+37
New +$5.79K ﹤0.01% 375

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 $1.55T AUM 33.47% 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

Raleigh Capital Management's IYY Position: Q4 2025 in Review

Raleigh Capital Management sold out of iShares Dow Jones US ETF (IYY) in Q4 2025, closing a stake of 37 shares — an estimated $6.03K sold.

Raleigh Capital Management first reported a position in IYY in Q3 2025 and held it in 1 quarter. The position peaked at $6.03K in Q3 2025. 280 funds tracked by Wall St. Rank hold IYY as of Q4 2025.

  • Raleigh Capital Management reported no remaining iShares Dow Jones US ETF position as of Q4 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 37 iShares Dow Jones US ETF shares in Q4 2025, an estimated $6.03K.
  • Raleigh Capital Management first reported a position in iShares Dow Jones US ETF in Q3 2025 and held it in 1 quarter.
  • Raleigh Capital Management's iShares Dow Jones US ETF position peaked at $6.03K in Q3 2025.
  • 280 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2025.

Based on Raleigh Capital Management's 13F filing for Q4 2025, filed 21 Jan 2026.