WA
IYY icon

Wealthstar Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Wealthstar Advisors’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 		$307K Sell
1,937
-94
-5% -$15.6K 0.18% 99
2025
Q4 		$337K Buy
2,031
+37
+2% +$6.09K 0.18% 104
2025
Q3 		$324K Sell
1,994
-732
-27% -$115K 0.13% 119
2025
Q2 		$411K Buy
+2,726
New +$380K 0.15% 110
2024
Q1 		– Sell
-3,129
Closed -$365K – 138
2023
Q4 		$365K Buy
3,129
+1,168
+60% +$127K 0.14% 91
2023
Q3 		$205K Buy
+1,961
New +$213K 0.09% 109
2022
Q3 		– Sell
-46,345
Closed -$4.28M – 96
2022
Q2 		$4.28M Buy
+46,345
New +$4.66M 1.82% 12

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 $376B 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 $501B 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