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 Q2	$2.22M	Sell	12,166 -50	-0.4%	-$8.82K	0.81%	34
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 $1.89T 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

Greykasell Wealth Strategies's IYY Position: Q2 2026 in Review

Greykasell Wealth Strategies reduced its iShares Dow Jones US ETF (IYY) stake by 0.41% in Q2 2026, selling an estimated $8.82K and leaving 12,166 shares worth $2.22M. The position accounts for 0.81% of the portfolio, ranked #34.

Greykasell Wealth Strategies first reported a position in IYY in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.16M in Q2 2025. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Greykasell Wealth Strategies held 12,166 shares of iShares Dow Jones US ETF worth $2.22M as of Q2 2026.
Greykasell Wealth Strategies sold 50 iShares Dow Jones US ETF shares in Q2 2026, an estimated $8.82K.
iShares Dow Jones US ETF made up 0.81% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #34 holding.
Greykasell Wealth Strategies first reported a position in iShares Dow Jones US ETF in Q4 2024 and has held it in 7 quarters since.
Greykasell Wealth Strategies's iShares Dow Jones US ETF position peaked at $3.16M in Q2 2025.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.