Transce3nd’s iShares Dow Jones US ETF IYY Stock Holding History

Transce3nd’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	-148	Closed	-$21.2K	–	1392
2024 Q4	$21.2K	Buy	+148	New	+$21.3K	0.01%	546

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

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 $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Transce3nd's IYY Position: Q1 2025 in Review

Transce3nd sold out of iShares Dow Jones US ETF (IYY) in Q1 2025, closing a stake of 148 shares — an estimated $21.2K sold.

Transce3nd first reported a position in IYY in Q4 2024 and held it in 1 quarter. The position peaked at $21.2K in Q4 2024. 252 funds tracked by Wall St. Rank hold IYY as of Q1 2025.

Transce3nd reported no remaining iShares Dow Jones US ETF position as of Q1 2025 after selling out during the quarter.
Transce3nd sold 148 iShares Dow Jones US ETF shares in Q1 2025, an estimated $21.2K.
Transce3nd first reported a position in iShares Dow Jones US ETF in Q4 2024 and held it in 1 quarter.
Transce3nd's iShares Dow Jones US ETF position peaked at $21.2K in Q4 2024.
252 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2025.

Based on Transce3nd's 13F filing for Q1 2025, filed 5 May 2025.