IYY — ISHARES DOW JONES U.S. ETF

Ownership history in Sharp Wealth Advisory, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Sharp Wealth Advisory, LLC reported a position in ISHARES DOW JONES U.S. ETF (IYY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
14.95% (2024 Q4)
Avg. % of fund
14.43%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 174,850 +8,741 +5.3% 14.59% $29.0M $165.44
2025 Q3 ADDED 166,109 +28,499 +20.7% 14.68% $27.0M $161.64
2024 Q4 ADDED 137,610 +4,862 +3.7% 14.95% $19.7M $141.30
2024 Q3 ADDED 132,748 +24,730 +22.9% 14.30% $18.5M $137.44
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% of Fund (quarterly)    IYY price (monthly, adj. close)

Other funds also holding IYY

As of 2025 Q4 — sorted by position size

Rothschild Wealth LLC 3Y 1.56% Sage Investment Advisers LLC 3Y 1.5% Mine & Arao Wealth Creation & Management, LLC. 3Y 0.69% Novak & Powell Financial Services, Inc. 0.63% ARKANSAS FINANCIAL GROUP, INC. 3Y 7Y 0.62% Ellis Investment Partners, LLC 3Y 7Y 0.48% V2 Financial group LLC 0.47% Kaydan Wealth Management, Inc. 3Y 0.45% Mathes Company, Inc. 3Y 7Y 0.41% Ballew Advisors, Inc 3Y 7Y 0.38%
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