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Watts Gwilliam & Co’s iShares Dow Jones US ETF IYY Stock Holding History

Watts Gwilliam & Co’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
2025
Q3 		$497K Buy
3,058
+4
+0.1% +$626 0.08% 137
2025
Q2 		$493K Sell
3,054
-77
-2% -$10.7K 0.08% 137
2025
Q1 		$426K Sell
3,131
-69
-2% -$9.9K 0.09% 141
2024
Q4 		$460K Buy
3,200
+205
+7% +$29.5K 0.1% 130
2024
Q3 		$417K Buy
+2,995
New +$403K 0.09% 136
2024
Q1 		$266K Buy
+2,083
New +$254K 0.08% 146

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
SFS
Sharp Financial Services Horsham, Pennsylvania $203M AUM 25.9% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Watts Gwilliam & Co's IYY Position: Q3 2025 in Review

Watts Gwilliam & Co increased its iShares Dow Jones US ETF (IYY) stake by 0.13% in Q3 2025, buying an estimated $626 and bringing the position to 3,058 shares worth $497K. The position accounts for 0.08% of the portfolio, ranked #137.

Watts Gwilliam & Co first reported a position in IYY in Q1 2024 and has held it in 6 quarters since. 262 funds tracked by Wall St. Rank hold IYY as of Q3 2025.

  • Watts Gwilliam & Co held 3,058 shares of iShares Dow Jones US ETF worth $497K as of Q3 2025.
  • Watts Gwilliam & Co bought 4 iShares Dow Jones US ETF shares in Q3 2025, an estimated $626.
  • iShares Dow Jones US ETF made up 0.08% of Watts Gwilliam & Co's portfolio in Q3 2025, its #137 holding.
  • Watts Gwilliam & Co first reported a position in iShares Dow Jones US ETF in Q1 2024 and has held it in 6 quarters since.
  • 262 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.