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Accurate Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

Accurate Wealth 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
2023
Q1 		– Sell
-260
Closed -$24.8K – 841
2022
Q4 		$24.8K Buy
+260
New +$24.5K 0.01% 620

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Accurate Wealth Management's IYY Position: Q1 2023 in Review

Accurate Wealth Management sold out of iShares Dow Jones US ETF (IYY) in Q1 2023, closing a stake of 260 shares — an estimated $24.8K sold.

Accurate Wealth Management first reported a position in IYY in Q4 2022 and held it in 1 quarter. The position peaked at $24.8K in Q4 2022. 193 funds tracked by Wall St. Rank hold IYY as of Q1 2023.

  • Accurate Wealth Management reported no remaining iShares Dow Jones US ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 260 iShares Dow Jones US ETF shares in Q1 2023, an estimated $24.8K.
  • Accurate Wealth Management first reported a position in iShares Dow Jones US ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's iShares Dow Jones US ETF position peaked at $24.8K in Q4 2022.
  • 193 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.