Bawa N Mallick Trust’s iShares Dow Jones US ETF IYY Stock Holding History

Bawa N Mallick Trust’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
2026 Q2	$1.05M	Hold	5,750	–	–	0.34%	47
2026 Q1	$911K	Hold	5,750	–	–	0.37%	43
2025 Q4	$953K	Hold	5,750	–	–	0.35%	43
2025 Q3	$934K	Hold	5,750	–	–	0.35%	43
2025 Q2	$868K	Hold	5,750	–	–	0.36%	43
2025 Q1	$783K	Hold	5,750	–	–	0.37%	43
2024 Q4	$823K	Buy	+5,750	New	+$827K	0.36%	43

Other funds holding IYY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bawa N Mallick Trust's IYY Position: Q2 2026 in Review

Bawa N Mallick Trust held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 5,750 shares worth $1.05M. The position accounts for 0.34% of the portfolio, ranked #47.

Bawa N Mallick Trust first reported a position in IYY in Q4 2024 and has held it in 7 quarters since. 293 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Bawa N Mallick Trust held 5,750 shares of iShares Dow Jones US ETF worth $1.05M as of Q2 2026.
Bawa N Mallick Trust left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up 0.34% of Bawa N Mallick Trust's portfolio in Q2 2026, its #47 holding.
Bawa N Mallick Trust first reported a position in iShares Dow Jones US ETF in Q4 2024 and has held it in 7 quarters since.
293 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Bawa N Mallick Trust's 13F filing for Q2 2026, filed 14 Aug 2026.