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Syntax Research’s iShares Dow Jones US ETF IYY Stock Holding History

Syntax Research’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
Q1 		– Sell
-472
Closed -$67.5K – 180
2024
Q4 		$67.5K Hold
472
– – 0.05% 80
2024
Q3 		$65.9K Hold
472
– – 0.04% 84
2024
Q2 		$62.5K Hold
472
– – 0.05% 76
2024
Q1 		$60.5K Hold
472
– – 0.05% 80
2023
Q4 		$55K Hold
472
– – 0.05% 82
2023
Q3 		$49.3K Buy
+472
New +$51.3K 0.04% 89

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SNWA
Siligmueller & Norvid Wealth Advisors Glen Ellyn, Illinois $222M AUM 10.94% 1-Year Est. Return

Syntax Research's IYY Position: Q1 2025 in Review

Syntax Research sold out of iShares Dow Jones US ETF (IYY) in Q1 2025, closing a stake of 472 shares — an estimated $67.5K sold.

Syntax Research first reported a position in IYY in Q3 2023 and held it in 6 quarters. The position peaked at $67.5K in Q4 2024. 252 funds tracked by Wall St. Rank hold IYY as of Q1 2025.

  • Syntax Research reported no remaining iShares Dow Jones US ETF position as of Q1 2025 after selling out during the quarter.
  • Syntax Research sold 472 iShares Dow Jones US ETF shares in Q1 2025, an estimated $67.5K.
  • Syntax Research first reported a position in iShares Dow Jones US ETF in Q3 2023 and held it in 6 quarters.
  • Syntax Research's iShares Dow Jones US ETF position peaked at $67.5K in Q4 2024.
  • 252 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2025.

Based on Syntax Research's 13F filing for Q1 2025, filed 7 May 2025.