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

Kaydan 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	$1.47M	Sell	9,273 -12	-0.1%	-$1.99K	0.49%	28
2025 Q4	$1.54M	Hold	9,285	–	–	0.45%	28
2025 Q3	$1.51M	Buy	9,285 +12	+0.1%	+$1.88K	0.43%	33
2025 Q2	$1.4M	Hold	9,273	–	–	0.46%	31
2025 Q1	$1.26M	Hold	9,273	–	–	0.4%	31
2024 Q4	$1.33M	Hold	9,273	–	–	0.44%	29
2024 Q3	$1.29M	Sell	9,273 -19	-0.2%	-$2.56K	0.38%	29
2024 Q2	$1.23M	Hold	9,292	–	–	0.44%	30
2024 Q1	$1.19M	Hold	9,292	–	–	0.41%	30
2023 Q4	$1.08M	Hold	9,292	–	–	0.44%	32
2023 Q3	$971K	Hold	9,292	–	–	0.39%	29
2023 Q2	$1.01M	Hold	9,292	–	–	0.42%	27
2023 Q1	$930K	Hold	9,292	–	–	0.38%	27
2022 Q4	$868K	Hold	9,292	–	–	0.35%	31
2022 Q3	$815K	Sell	9,292 -100	-1%	-$9.74K	0.45%	29
2022 Q2	$867K	Sell	9,392 -40	-0.4%	-$4.02K	0.48%	32
2022 Q1	$1.05M	Sell	9,432 -200	-2%	-$22K	0.46%	34
2021 Q4	$1.14M	Buy	+9,632	New	+$1.11M	0.43%	31

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

Kaydan Wealth Management's IYY Position: Q1 2026 in Review

Kaydan Wealth Management reduced its iShares Dow Jones US ETF (IYY) stake by 0.13% in Q1 2026, selling an estimated $1.99K and leaving 9,273 shares worth $1.47M. The position accounts for 0.49% of the portfolio, ranked #28.

Kaydan Wealth Management first reported a position in IYY in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.54M in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Kaydan Wealth Management held 9,273 shares of iShares Dow Jones US ETF worth $1.47M as of Q1 2026.
Kaydan Wealth Management sold 12 iShares Dow Jones US ETF shares in Q1 2026, an estimated $1.99K.
iShares Dow Jones US ETF made up 0.49% of Kaydan Wealth Management's portfolio in Q1 2026, its #28 holding.
Kaydan Wealth Management first reported a position in iShares Dow Jones US ETF in Q4 2021 and has held it in 18 quarters since.
Kaydan Wealth Management's iShares Dow Jones US ETF position peaked at $1.54M in Q4 2025.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Kaydan Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.