Greykasell Wealth Strategies’s iShares Dow Jones US ETF IYY Stock Holding History

Greykasell Wealth Strategies’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	$1.94M	Sell	12,216 -75	-0.6%	-$12.4K	0.78%	35
2025 Q4	$2.04M	Sell	12,291 -581	-5%	-$95.6K	0.8%	35
2025 Q3	$2.09M	Sell	12,872 -8,095	-39%	-$1.27M	0.88%	32
2025 Q2	$3.16M	Sell	20,967 -490	-2%	-$68.3K	1.52%	22
2025 Q1	$2.92M	Sell	21,457 -578	-3%	-$82.9K	1.56%	19
2024 Q4	$3.15M	Buy	+22,035	New	+$3.17M	1.75%	17

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Greykasell Wealth Strategies's IYY Position: Q1 2026 in Review

Greykasell Wealth Strategies reduced its iShares Dow Jones US ETF (IYY) stake by 0.61% in Q1 2026, selling an estimated $12.4K and leaving 12,216 shares worth $1.94M. The position accounts for 0.78% of the portfolio, ranked #35.

Greykasell Wealth Strategies first reported a position in IYY in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.16M in Q2 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Greykasell Wealth Strategies held 12,216 shares of iShares Dow Jones US ETF worth $1.94M as of Q1 2026.
Greykasell Wealth Strategies sold 75 iShares Dow Jones US ETF shares in Q1 2026, an estimated $12.4K.
iShares Dow Jones US ETF made up 0.78% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #35 holding.
Greykasell Wealth Strategies first reported a position in iShares Dow Jones US ETF in Q4 2024 and has held it in 6 quarters since.
Greykasell Wealth Strategies's iShares Dow Jones US ETF position peaked at $3.16M in Q2 2025.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.