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

Washburn Capital 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
Q2 		$251K Sell
1,379
-74
-5% -$13.1K 0.12% 50
2026
Q1 		$230K Hold
1,453
– – 0.13% 53
2025
Q4 		$241K Sell
1,453
-292
-17% -$48K 0.13% 52
2025
Q3 		$284K Sell
1,745
-495
-22% -$77.4K 0.16% 47
2025
Q2 		$338K Sell
2,240
-870
-28% -$121K 0.2% 39
2025
Q1 		$423K Sell
3,110
-710
-19% -$102K 0.28% 35
2024
Q4 		$547K Sell
3,820
-5
-0.1% -$719 0.34% 29
2024
Q3 		$534K Sell
3,825
-1,349
-26% -$181K 0.38% 27
2024
Q2 		$685K Sell
5,174
-527
-9% -$67.2K 0.49% 24
2024
Q1 		$730K Sell
5,701
-246
-4% -$29.9K 0.54% 25
2023
Q4 		$693K Sell
5,947
-148
-2% -$16.1K 0.52% 25
2023
Q3 		$637K Sell
6,095
-30
-0.5% -$3.26K 0.54% 30
2023
Q2 		$664K Sell
6,125
-560
-8% -$57.3K 0.55% 28
2023
Q1 		$669K Sell
6,685
-660
-9% -$64.5K 0.58% 28
2022
Q4 		$686K Sell
7,345
-776
-10% -$73K 0.62% 26
2022
Q3 		$712K Sell
8,121
-410
-5% -$40K 0.68% 25
2022
Q2 		$788K Sell
8,531
-462
-5% -$46.4K 0.68% 25
2022
Q1 		$1M Sell
8,993
-216
-2% -$23.7K 0.66% 27
2021
Q4 		$1.08M Sell
9,209
-42
-0.5% -$4.82K 0.65% 24
2021
Q3 		$998K Sell
9,251
-210
-2% -$23.3K 0.65% 26
2021
Q2 		$1.02M Buy
9,461
+66
+0.7% +$6.93K 0.68% 24
2021
Q1 		$938K Sell
9,395
-1,323
-12% -$129K 0.64% 29
2020
Q4 		$1.01M Sell
10,718
-848
-7% -$75.4K 0.7% 30
2020
Q3 		$964K Sell
11,566
-7,836
-40% -$645K 0.76% 29
2020
Q2 		$1.49M Buy
+19,402
New +$1.4M 1.37% 17

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Washburn Capital Management's IYY Position: Q2 2026 in Review

Washburn Capital Management reduced its iShares Dow Jones US ETF (IYY) stake by 5.1% in Q2 2026, selling an estimated $13.1K and leaving 1,379 shares worth $251K. The position accounts for 0.12% of the portfolio, ranked #50.

Washburn Capital Management first reported a position in IYY in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.49M in Q2 2020. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Washburn Capital Management held 1,379 shares of iShares Dow Jones US ETF worth $251K as of Q2 2026.
  • Washburn Capital Management sold 74 iShares Dow Jones US ETF shares in Q2 2026, an estimated $13.1K.
  • iShares Dow Jones US ETF made up 0.12% of Washburn Capital Management's portfolio in Q2 2026, its #50 holding.
  • Washburn Capital Management first reported a position in iShares Dow Jones US ETF in Q2 2020 and has held it in 25 quarters since.
  • Washburn Capital Management's iShares Dow Jones US ETF position peaked at $1.49M in Q2 2020.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Washburn Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.