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Westside Investment Management’s iShares Dow Jones US ETF IYY Stock Holding History

Westside Investment 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 		$704K Buy
4,440
+1,195
+37% +$198K 0.11% 162
2025
Q4 		$538K Buy
3,245
+275
+9% +$45.3K 0.09% 168
2025
Q3 		$483K Hold
2,970
– – 0.08% 186
2025
Q2 		$448K Buy
2,970
+75
+3% +$10.4K 0.08% 171
2025
Q1 		$394K Buy
2,895
+100
+4% +$14.3K 0.08% 172
2024
Q4 		$400K Buy
2,795
+450
+19% +$64.7K 0.08% 166
2024
Q3 		$327K Hold
2,345
– – 0.07% 183
2024
Q2 		$310K Hold
2,345
– – 0.07% 186
2024
Q1 		$300K Buy
2,345
+150
+7% +$18.3K 0.07% 184
2023
Q4 		$256K Hold
2,195
– – 0.07% 190
2023
Q3 		$229K Buy
2,195
+1,310
+148% +$142K 0.07% 192
2023
Q2 		$95.9K Hold
885
– – 0.03% 279
2023
Q1 		$88.6K Hold
885
– – 0.03% 284
2022
Q4 		$82 Hold
885
– – ﹤0.01% 373
2022
Q3 		$77 Hold
885
– – ﹤0.01% 374
2022
Q2 		$81 Buy
+885
New +$88.9K ﹤0.01% 369

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

Westside Investment Management's IYY Position: Q1 2026 in Review

Westside Investment Management increased its iShares Dow Jones US ETF (IYY) stake by 37% in Q1 2026, buying an estimated $198K and bringing the position to 4,440 shares worth $704K. The position accounts for 0.11% of the portfolio, ranked #162.

Westside Investment Management first reported a position in IYY in Q2 2022 and has held it in 16 quarters since. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Westside Investment Management held 4,440 shares of iShares Dow Jones US ETF worth $704K as of Q1 2026.
  • Westside Investment Management bought 1,195 iShares Dow Jones US ETF shares in Q1 2026, an estimated $198K.
  • iShares Dow Jones US ETF made up 0.11% of Westside Investment Management's portfolio in Q1 2026, its #162 holding.
  • Westside Investment Management first reported a position in iShares Dow Jones US ETF in Q2 2022 and has held it in 16 quarters since.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.