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Innovative Advisory Group, LLC’s Weyerhaeuser WY Stock Holding History

Innovative Advisory Group, LLC’s Portfolio WY Stock Details WY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-40
Closed -$948 – 233
2025
Q4 		$948 Hold
40
– – ﹤0.01% 218
2025
Q3 		$992 Hold
40
– – ﹤0.01% 223
2025
Q2 		$1.03K Hold
40
– – ﹤0.01% 212
2025
Q1 		$1.17K Hold
40
– – ﹤0.01% 188
2024
Q4 		$1.13K Buy
+40
New +$1.25K ﹤0.01% 179

Other funds holding WY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Innovative Advisory Group, LLC's WY Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Weyerhaeuser (WY) in Q1 2026, closing a stake of 40 shares — an estimated $948 sold.

Innovative Advisory Group, LLC first reported a position in WY in Q4 2024 and held it in 5 quarters. The position peaked at $1.17K in Q1 2025. 902 funds tracked by Wall St. Rank hold WY as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Weyerhaeuser position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 40 Weyerhaeuser shares in Q1 2026, an estimated $948.
  • Innovative Advisory Group, LLC first reported a position in Weyerhaeuser in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Weyerhaeuser position peaked at $1.17K in Q1 2025.
  • 902 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.