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Galvin Gaustad & Stein’s iShares Dow Jones US ETF IYY Stock Holding History

Galvin Gaustad & Stein’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
Q1 		$238K Buy
1,499
+4
+0.3% +$662 0.02% 235
2025
Q4 		$248K Buy
+1,495
New +$246K 0.02% 228

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Galvin Gaustad & Stein's IYY Position: Q1 2026 in Review

Galvin Gaustad & Stein increased its iShares Dow Jones US ETF (IYY) stake by 0.27% in Q1 2026, buying an estimated $662 and bringing the position to 1,499 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #235.

Galvin Gaustad & Stein first reported a position in IYY in Q4 2025 and has held it in 2 quarters since. The position peaked at $248K in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Galvin Gaustad & Stein held 1,499 shares of iShares Dow Jones US ETF worth $238K as of Q1 2026.
  • Galvin Gaustad & Stein bought 4 iShares Dow Jones US ETF shares in Q1 2026, an estimated $662.
  • iShares Dow Jones US ETF made up 0.02% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #235 holding.
  • Galvin Gaustad & Stein first reported a position in iShares Dow Jones US ETF in Q4 2025 and has held it in 2 quarters since.
  • Galvin Gaustad & Stein's iShares Dow Jones US ETF position peaked at $248K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.