Seven Mile Advisory’s iShares Dow Jones US ETF IYY Stock Holding History

Seven Mile Advisory’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	-9,306	Closed	-$1.51M	–	289
2025 Q3	$1.51M	Hold	9,306	–	–	0.24%	60
2025 Q2	$1.4M	Hold	9,306	–	–	0.84%	23
2025 Q1	$1.27M	Hold	9,306	–	–	0.85%	23
2024 Q4	$1.33M	Hold	9,306	–	–	0.85%	21
2024 Q3	$1.3M	Hold	9,306	–	–	0.86%	20
2024 Q2	$1.23M	Hold	9,306	–	–	0.91%	20
2024 Q1	$1.19M	Hold	9,306	–	–	0.9%	21
2023 Q4	$1.08M	Hold	9,306	–	–	0.94%	20
2023 Q3	$972K	Hold	9,306	–	–	1.02%	18
2023 Q2	$1.01M	Buy	+9,306	New	+$952K	1.18%	16

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

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

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 $79.5B AUM 27.1% 1-Year Est. Return

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

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

Seven Mile Advisory's IYY Position: Q4 2025 in Review

Seven Mile Advisory sold out of iShares Dow Jones US ETF (IYY) in Q4 2025, closing a stake of 9,306 shares — an estimated $1.51M sold.

Seven Mile Advisory first reported a position in IYY in Q2 2023 and held it in 10 quarters. The position peaked at $1.51M in Q3 2025. 278 funds tracked by Wall St. Rank hold IYY as of Q4 2025.

Seven Mile Advisory reported no remaining iShares Dow Jones US ETF position as of Q4 2025 after selling out during the quarter.
Seven Mile Advisory sold 9,306 iShares Dow Jones US ETF shares in Q4 2025, an estimated $1.51M.
Seven Mile Advisory first reported a position in iShares Dow Jones US ETF in Q2 2023 and held it in 10 quarters.
Seven Mile Advisory's iShares Dow Jones US ETF position peaked at $1.51M in Q3 2025.
278 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2025.

Based on Seven Mile Advisory's 13F filing for Q4 2025, filed 13 Feb 2026.