Greykasell Wealth Strategies, Inc. IYY — ISHARES DOW JONES U.S. ETF

Ownership history in Greykasell Wealth Strategies, Inc.  ·  6 quarters on record

AI Ownership Summary

Greykasell Wealth Strategies, Inc. reported ISHARES DOW JONES U.S. ETF (IYY) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.75% in 2024 Q4. The latest visible filing shows IYY at 0.78% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IYY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Greykasell Wealth Strategies, Inc.'s position in ISHARES DOW JONES U.S. ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IYY was reported at 0.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.75% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IYY stock page Greykasell Wealth Strategies, Inc. fund profile Greykasell Wealth Strategies, Inc. full holdings
How Greykasell Wealth Strategies, Inc. held IYY — position size vs. price
% of Fund (quarterly)    IYY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 12,216 -75 -0.6% 0.78% $1.9M 2026-05-07 $177.41
2025 Q4 REDUCED — — — 12,291 -581 -4.5% 0.80% $2.0M 2026-02-11 $167.71
2025 Q3 REDUCED 38.6% +3.3% ❌ 12,872 -8,095 -38.6% 0.88% $2.1M 2025-11-04 $163.13
2025 Q2 REDUCED — — — 20,967 -490 -2.3% 1.52% $3.2M 2025-08-11 $153.51
2025 Q1 REDUCED — — — 21,457 -578 -2.6% 1.56% $2.9M 2025-05-09 $136.04
2024 Q4 INITIATED — — — 22,035 — — 1.75% $3.2M 2025-02-10 $145.90

🏢 Other funds also holding IYY

As of 2026 Q2 — sorted by position size

KERR FINANCIAL PLANNING Corp 1.99% Sage Investment Advisers LLC 3Y 1.48% Finley Financial, LLC 1.03% ARKANSAS FINANCIAL GROUP, INC. 3Y 7Y 0.71% Ballew Advisors, Inc 3Y 7Y 0.32% First Heartland Consultants, Inc. 3Y 7Y 0.28% Murphy, Middleton, Hinkle & Parker, Inc. 3Y 7Y 0.22% Apella Capital, LLC 3Y 0.22% GenWealth Group, Inc. 3Y 7Y 0.18% Targeted Financial Services LLC 0.16%

FAQ About Greykasell Wealth Strategies, Inc. and IYY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Greykasell Wealth Strategies, Inc. reported owning IYY?

Greykasell Wealth Strategies, Inc. reported IYY across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported IYY position in Greykasell Wealth Strategies, Inc.'s portfolio?

The largest reported portfolio weight for IYY was 1.75% in 2024 Q4.

What is the latest reported IYY position on this page?

The most recent filing on this page is 2026 Q1, when Greykasell Wealth Strategies, Inc. reported 12,216 shares, equal to 0.78% of portfolio, with an estimated market value of $1.9M.

What does the chart on this IYY ownership page compare?

The chart compares Greykasell Wealth Strategies, Inc.'s quarterly IYY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Greykasell Wealth Strategies, Inc. time their IYY position?

Based on 13F filing dates vs. subsequent IYY price moves, Greykasell Wealth Strategies, Inc. correctly timed 0 out of 5 reported position changes (0%). The annualised alpha on IYY relative to SPY over the holding period was -0.7%.

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