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 Q2	$378K	Buy	2,072 +135	+7%	+$23.8K	0.11%	94
2026 Q1	$307K	Sell	1,937 -94	-5%	-$15.6K	0.14%	99
2025 Q4	$337K	Buy	2,031 +37	+2%	+$6.09K	0.15%	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	–	136
2023 Q4	$365K	Buy	3,129 +1,168	+60%	+$127K	0.06%	91
2023 Q3	$205K	Buy	+1,961	New	+$213K	0.08%	109
2022 Q3	–	Sell	-46,345	Closed	-$4.28M	–	96
2022 Q2	$4.28M	Buy	+46,345	New	+$4.66M	1.65%	12

Other funds holding IYY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wealthstar Advisors's IYY Position: Q2 2026 in Review

Wealthstar Advisors increased its iShares Dow Jones US ETF (IYY) stake by 7% in Q2 2026, buying an estimated $23.8K and bringing the position to 2,072 shares worth $378K. The position accounts for 0.11% of the portfolio, ranked #94.

Wealthstar Advisors first reported a position in IYY in Q2 2022 and has held it in 8 quarters since. The position peaked at $4.28M in Q2 2022. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Wealthstar Advisors held 2,072 shares of iShares Dow Jones US ETF worth $378K as of Q2 2026.
Wealthstar Advisors bought 135 iShares Dow Jones US ETF shares in Q2 2026, an estimated $23.8K.
iShares Dow Jones US ETF made up 0.11% of Wealthstar Advisors's portfolio in Q2 2026, its #94 holding.
Wealthstar Advisors first reported a position in iShares Dow Jones US ETF in Q2 2022 and has held it in 8 quarters since.
Wealthstar Advisors's iShares Dow Jones US ETF position peaked at $4.28M in Q2 2022.
292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.