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Siligmueller & Norvid Wealth Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Siligmueller & Norvid Wealth Advisors’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
Q3 		– Sell
-83,543
Closed -$12.7M – 200
2025
Q2 		$12.7M Sell
83,543
-7,685
-8% -$1.07M 4.94% 5
2025
Q1 		$12.4M Buy
91,228
+581
+0.6% +$83.4K 5.25% 4
2024
Q4 		$13M Buy
+90,647
New +$13M 5.53% 4

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFS
Sharp Financial Services Horsham, Pennsylvania $203M AUM 25.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's IYY Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of iShares Dow Jones US ETF (IYY) in Q3 2025, closing a stake of 83,543 shares — an estimated $12.7M sold.

Siligmueller & Norvid Wealth Advisors first reported a position in IYY in Q4 2024 and held it in 3 quarters. The position peaked at $13M in Q4 2024. 262 funds tracked by Wall St. Rank hold IYY as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining iShares Dow Jones US ETF position as of Q3 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 83,543 iShares Dow Jones US ETF shares in Q3 2025, an estimated $12.7M.
  • Siligmueller & Norvid Wealth Advisors first reported a position in iShares Dow Jones US ETF in Q4 2024 and held it in 3 quarters.
  • Siligmueller & Norvid Wealth Advisors's iShares Dow Jones US ETF position peaked at $13M in Q4 2024.
  • 262 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.