IYY — ISHARES TR

Ownership history in SMITH SHELLNUT WILSON LLC /ADV  ·  1 quarter on record

This page tracks every 13F SEC filing in which SMITH SHELLNUT WILSON LLC /ADV reported a position in ISHARES TR (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
0.09% (2025 Q2)
Avg. % of fund
0.09%
First filed
2025 Q2
Last filed
2025 Q2
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 INITIATED 1,326 — — 0.09% $200K $149.72
% of Fund (quarterly)    IYY price (monthly, adj. close)

Other funds also holding IYY

As of 2025 Q4 — sorted by position size

Sharp Wealth Advisory, LLC 14.59% 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%
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