TCA
IYY icon

Trifecta Capital Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Trifecta Capital 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
Q1 		– Sell
-185
Closed -$26.5K – 426
2024
Q4 		$26.5K Sell
185
-1,185
-86% -$170K 0.01% 175
2024
Q3 		$191K Hold
1,370
– – 0.04% 80
2024
Q2 		$181K Hold
1,370
– – 0.04% 79
2024
Q1 		$175K Buy
+1,370
New +$167K 0.04% 83

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

Trifecta Capital Advisors's IYY Position: Q1 2025 in Review

Trifecta Capital Advisors sold out of iShares Dow Jones US ETF (IYY) in Q1 2025, closing a stake of 185 shares — an estimated $26.5K sold.

Trifecta Capital Advisors first reported a position in IYY in Q1 2024 and held it in 4 quarters. The position peaked at $191K in Q3 2024. 252 funds tracked by Wall St. Rank hold IYY as of Q1 2025.

  • Trifecta Capital Advisors reported no remaining iShares Dow Jones US ETF position as of Q1 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 185 iShares Dow Jones US ETF shares in Q1 2025, an estimated $26.5K.
  • Trifecta Capital Advisors first reported a position in iShares Dow Jones US ETF in Q1 2024 and held it in 4 quarters.
  • Trifecta Capital Advisors's iShares Dow Jones US ETF position peaked at $191K in Q3 2024.
  • 252 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2025.

Based on Trifecta Capital Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.