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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
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 $1.66T 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

Washburn Capital Management's IYY Position: Q1 2026 in Review

Washburn Capital Management held its iShares Dow Jones US ETF (IYY) position steady in Q1 2026 at 1,453 shares worth $230K. The position accounts for 0.13% of the portfolio, ranked #53.

Washburn Capital Management first reported a position in IYY in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.49M in Q2 2020. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Washburn Capital Management held 1,453 shares of iShares Dow Jones US ETF worth $230K as of Q1 2026.
  • Washburn Capital Management left its iShares Dow Jones US ETF share count unchanged in Q1 2026.
  • iShares Dow Jones US ETF made up 0.13% of Washburn Capital Management's portfolio in Q1 2026, its #53 holding.
  • Washburn Capital Management first reported a position in iShares Dow Jones US ETF in Q2 2020 and has held it in 24 quarters since.
  • Washburn Capital Management's iShares Dow Jones US ETF position peaked at $1.49M in Q2 2020.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Washburn Capital Management's 13F filing for Q1 2026, filed 1 May 2026.