Guided Capital Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

Guided Capital Wealth Management’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	$275K	Hold	1,738	–	–	0.18%	32
2025 Q4	$288K	Hold	1,738	–	–	0.2%	35
2025 Q3	$282K	Hold	1,738	–	–	0.24%	30
2025 Q2	$262K	Hold	1,738	–	–	0.2%	33
2025 Q1	$237K	Hold	1,738	–	–	0.2%	33
2024 Q4	$249K	Buy	+1,738	New	+$250K	0.23%	28

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

Guided Capital Wealth Management's IYY Position: Q1 2026 in Review

Guided Capital Wealth Management held its iShares Dow Jones US ETF (IYY) position steady in Q1 2026 at 1,738 shares worth $275K. The position accounts for 0.18% of the portfolio, ranked #32.

Guided Capital Wealth Management first reported a position in IYY in Q4 2024 and has held it in 6 quarters since. The position peaked at $288K in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Guided Capital Wealth Management held 1,738 shares of iShares Dow Jones US ETF worth $275K as of Q1 2026.
Guided Capital Wealth Management left its iShares Dow Jones US ETF share count unchanged in Q1 2026.
iShares Dow Jones US ETF made up 0.18% of Guided Capital Wealth Management's portfolio in Q1 2026, its #32 holding.
Guided Capital Wealth Management first reported a position in iShares Dow Jones US ETF in Q4 2024 and has held it in 6 quarters since.
Guided Capital Wealth Management's iShares Dow Jones US ETF position peaked at $288K in Q4 2025.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Guided Capital Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.