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Spire Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

Spire Wealth 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
2024
Q4 		– Sell
-513
Closed -$71.5K – 2484
2024
Q3 		$71.5K Buy
513
+2
+0.4% +$269 ﹤0.01% 1024
2024
Q2 		$67.6K Buy
511
+1
+0.2% +$128 ﹤0.01% 1016
2024
Q1 		$65.3K Buy
510
+2
+0.4% +$243 ﹤0.01% 1123
2023
Q4 		$59.9K Buy
508
+4
+0.8% +$435 ﹤0.01% 1148
2023
Q3 		$52.7K Hold
504
– – ﹤0.01% 1162
2023
Q2 		$54.6K Buy
504
+1
+0.2% +$102 ﹤0.01% 1165
2023
Q1 		$50.3K Buy
+503
New +$49.2K ﹤0.01% 1202
2022
Q3 		– Sell
-659
Closed -$61K – 2395
2022
Q2 		$61K Buy
659
+2
+0.3% +$201 ﹤0.01% 1211
2022
Q1 		$73K Sell
657
-135
-17% -$14.8K ﹤0.01% 1298
2021
Q4 		$93K Sell
792
-4
-0.5% -$459 ﹤0.01% 1429
2021
Q3 		$86K Buy
796
+1
+0.1% +$111 ﹤0.01% 1245
2021
Q2 		$86K Sell
795
-155
-16% -$16.3K ﹤0.01% 1241
2021
Q1 		$95K Buy
+950
New +$92.7K ﹤0.01% 1419

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Spire Wealth Management's IYY Position: Q4 2024 in Review

Spire Wealth Management sold out of iShares Dow Jones US ETF (IYY) in Q4 2024, closing a stake of 513 shares — an estimated $71.5K sold.

Spire Wealth Management first reported a position in IYY in Q1 2021 and held it in 13 quarters. The position peaked at $95K in Q1 2021. 261 funds tracked by Wall St. Rank hold IYY as of Q4 2024.

  • Spire Wealth Management reported no remaining iShares Dow Jones US ETF position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 513 iShares Dow Jones US ETF shares in Q4 2024, an estimated $71.5K.
  • Spire Wealth Management first reported a position in iShares Dow Jones US ETF in Q1 2021 and held it in 13 quarters.
  • Spire Wealth Management's iShares Dow Jones US ETF position peaked at $95K in Q1 2021.
  • 261 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.