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Wedbush Securities’s iShares Dow Jones US ETF IYY Stock Holding History

Wedbush Securities’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 		$510K Hold
3,219
– – 0.01% 677
2025
Q4 		$534K Sell
3,219
-1,301
-29% -$214K 0.02% 653
2025
Q3 		$734K Buy
4,520
+2,100
+87% +$329K 0.02% 529
2025
Q2 		$365K Sell
2,420
-36,256
-94% -$5.05M 0.01% 749
2025
Q1 		$5.26M Hold
38,676
– – 0.19% 81
2024
Q4 		$5.53M Buy
38,676
+78
+0.2% +$11.2K 0.2% 75
2024
Q3 		$5.39M Sell
38,598
-812
-2% -$109K 0.2% 78
2024
Q2 		$5.21M Buy
39,410
+1,549
+4% +$198K 0.19% 82
2024
Q1 		$4.85M Sell
37,861
-1,645
-4% -$200K 0.18% 86
2023
Q4 		$4.6M Sell
39,506
-16,856
-30% -$1.83M 0.2% 76
2023
Q3 		$5.89M Sell
56,362
-3,925
-7% -$427K 0.29% 60
2023
Q2 		$6.53M Sell
60,287
-2,213
-4% -$226K 0.31% 56
2023
Q1 		$6.25M Buy
62,500
+3,737
+6% +$365K 0.31% 55
2022
Q4 		$5.49M Sell
58,763
-3,965
-6% -$373K 0.3% 54
2022
Q3 		$5.5M Buy
62,728
+603
+1% +$58.8K 0.31% 52
2022
Q2 		$5.74M Buy
62,125
+12,412
+25% +$1.25M 0.31% 51
2022
Q1 		$5.54M Buy
49,713
+7,363
+17% +$809K 0.25% 57
2021
Q4 		$4.99M Buy
42,350
+14,044
+50% +$1.61M 0.22% 75
2021
Q3 		$3.05M Buy
28,306
+1,258
+5% +$140K 0.14% 115
2021
Q2 		$2.92M Buy
27,048
+6,598
+32% +$693K 0.14% 120
2021
Q1 		$2.04M Buy
+20,450
New +$2M 0.11% 153

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

Wedbush Securities's IYY Position: Q1 2026 in Review

Wedbush Securities held its iShares Dow Jones US ETF (IYY) position steady in Q1 2026 at 3,219 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #677.

Wedbush Securities first reported a position in IYY in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.53M in Q2 2023. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Wedbush Securities held 3,219 shares of iShares Dow Jones US ETF worth $510K as of Q1 2026.
  • Wedbush Securities left its iShares Dow Jones US ETF share count unchanged in Q1 2026.
  • iShares Dow Jones US ETF made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #677 holding.
  • Wedbush Securities first reported a position in iShares Dow Jones US ETF in Q1 2021 and has held it in 21 quarters since.
  • Wedbush Securities's iShares Dow Jones US ETF position peaked at $6.53M in Q2 2023.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.