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Summit Financial Consulting’s iShares Dow Jones US ETF IYY Stock Holding History

Summit Financial Consulting’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
-16,329
Closed -$2.46M – 47
2025
Q2 		$2.46M Buy
+16,329
New +$2.27M 2.21% 7

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

Summit Financial Consulting's IYY Position: Q3 2025 in Review

Summit Financial Consulting sold out of iShares Dow Jones US ETF (IYY) in Q3 2025, closing a stake of 16,329 shares — an estimated $2.46M sold.

Summit Financial Consulting first reported a position in IYY in Q2 2025 and held it in 1 quarter. The position peaked at $2.46M in Q2 2025. 262 funds tracked by Wall St. Rank hold IYY as of Q3 2025.

  • Summit Financial Consulting reported no remaining iShares Dow Jones US ETF position as of Q3 2025 after selling out during the quarter.
  • Summit Financial Consulting sold 16,329 iShares Dow Jones US ETF shares in Q3 2025, an estimated $2.46M.
  • Summit Financial Consulting first reported a position in iShares Dow Jones US ETF in Q2 2025 and held it in 1 quarter.
  • Summit Financial Consulting's iShares Dow Jones US ETF position peaked at $2.46M in Q2 2025.
  • 262 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2025.

Based on Summit Financial Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.