Reflection Asset Management’s iShares Dow Jones US ETF IYY Stock Holding History

Reflection Asset 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	$309K	Buy	+1,844	New	+$303K	0.22%	80

Other funds holding IYY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Reflection Asset Management's IYY Position: Q4 2025 in Review

Reflection Asset Management opened a new position in iShares Dow Jones US ETF (IYY) in Q4 2025: 1,844 shares worth $309K. The stake represents 0.22% of the portfolio and ranks #80 among its holdings.

280 funds tracked by Wall St. Rank hold IYY as of Q4 2025.

Reflection Asset Management held 1,844 shares of iShares Dow Jones US ETF worth $309K as of Q4 2025.
iShares Dow Jones US ETF was a new Reflection Asset Management position in Q4 2025.
iShares Dow Jones US ETF made up 0.22% of Reflection Asset Management's portfolio in Q4 2025, its #80 holding.
280 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.