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Lake Street Private Wealth’s iShares Dow Jones US ETF IYY Stock Holding History

Lake Street Private Wealth’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 		$239K Sell
1,510
-13
-0.9% -$2.15K 0.03% 230
2025
Q4 		$253K Sell
1,523
-69
-4% -$11.4K 0.03% 240
2025
Q3 		$259K Sell
1,592
-20
-1% -$3.13K 0.03% 237
2025
Q2 		$243K Sell
1,612
-80
-5% -$11.1K 0.03% 231
2025
Q1 		$230K Sell
1,692
-117
-6% -$16.8K 0.04% 223
2024
Q4 		$259K Sell
1,809
-29
-2% -$4.17K 0.04% 209
2024
Q3 		$257K Sell
1,838
-19
-1% -$2.56K 0.04% 220
2024
Q2 		$246K Sell
1,857
-56
-3% -$7.14K 0.03% 283
2024
Q1 		$245K Hold
1,913
– – 0.03% 281
2023
Q4 		$223K Sell
1,913
-25
-1% -$2.72K 0.04% 285
2023
Q3 		$203K Sell
1,938
-27
-1% -$2.94K 0.04% 266
2023
Q2 		$213K Buy
+1,965
New +$201K 0.04% 262
2022
Q2 		– Sell
-2,002
Closed -$223K – 318
2022
Q1 		$223K Sell
2,002
-100
-5% -$11K 0.04% 288
2021
Q4 		$248K Sell
2,102
-1
-0% -$115 0.04% 286
2021
Q3 		$227K Hold
2,103
– – 0.06% 210
2021
Q2 		$228K Buy
2,103
+16
+0.8% +$1.68K 0.06% 192
2021
Q1 		$208K Sell
2,087
-70
-3% -$6.83K 0.06% 196
2020
Q4 		$203K Sell
2,157
-341
-14% -$30.3K 0.06% 190
2020
Q3 		$208K Sell
2,498
-200
-7% -$16.5K 0.07% 155
2020
Q2 		$206K Sell
2,698
-1,350
-33% -$97.4K 0.08% 148
2020
Q1 		$255K Buy
4,048
+110
+3% +$8.3K 0.12% 129
2019
Q4 		$314K Sell
3,938
-80
-2% -$6.12K 0.12% 142
2019
Q3 		$296K Buy
+4,018
New +$296K 0.13% 128

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Lake Street Private Wealth's IYY Position: Q1 2026 in Review

Lake Street Private Wealth reduced its iShares Dow Jones US ETF (IYY) stake by 0.85% in Q1 2026, selling an estimated $2.15K and leaving 1,510 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #230.

Lake Street Private Wealth first reported a position in IYY in Q3 2019 and has held it in 23 quarters since. The position peaked at $314K in Q4 2019. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Lake Street Private Wealth held 1,510 shares of iShares Dow Jones US ETF worth $239K as of Q1 2026.
  • Lake Street Private Wealth sold 13 iShares Dow Jones US ETF shares in Q1 2026, an estimated $2.15K.
  • iShares Dow Jones US ETF made up 0.03% of Lake Street Private Wealth's portfolio in Q1 2026, its #230 holding.
  • Lake Street Private Wealth first reported a position in iShares Dow Jones US ETF in Q3 2019 and has held it in 23 quarters since.
  • Lake Street Private Wealth's iShares Dow Jones US ETF position peaked at $314K in Q4 2019.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.