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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
Q3 		$279K Buy
1,505
+3
+0.2% +$555 0.02% 229
2026
Q2 		$274K Buy
1,502
+3
+0.2% +$529 0.02% 236
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $291M AUM 15.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Galvin Gaustad & Stein's IYY Position: Q3 2026 in Review

Galvin Gaustad & Stein increased its iShares Dow Jones US ETF (IYY) stake by 0.2% in Q3 2026, buying an estimated $555 and bringing the position to 1,505 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #229.

Galvin Gaustad & Stein first reported a position in IYY in Q4 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold IYY as of Q3 2026.

  • Galvin Gaustad & Stein held 1,505 shares of iShares Dow Jones US ETF worth $279K as of Q3 2026.
  • Galvin Gaustad & Stein bought 3 iShares Dow Jones US ETF shares in Q3 2026, an estimated $555.
  • iShares Dow Jones US ETF made up 0.02% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #229 holding.
  • Galvin Gaustad & Stein first reported a position in iShares Dow Jones US ETF in Q4 2025 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.