Acorn Wealth Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Acorn Wealth 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
2018 Q2	–	Sell	-294	Closed	-$20K	–	664
2018 Q1	$20K	Hold	294	–	–	0.02%	388
2017 Q4	$20K	Buy	+294	New	+$19.2K	0.02%	381

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

Acorn Wealth Advisors's IYY Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of iShares Dow Jones US ETF (IYY) in Q2 2018, closing a stake of 294 shares — an estimated $20K sold.

Acorn Wealth Advisors first reported a position in IYY in Q4 2017 and held it in 2 quarters. The position peaked at $20K in Q1 2018. 138 funds tracked by Wall St. Rank hold IYY as of Q2 2018.

Acorn Wealth Advisors reported no remaining iShares Dow Jones US ETF position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 294 iShares Dow Jones US ETF shares in Q2 2018, an estimated $20K.
Acorn Wealth Advisors first reported a position in iShares Dow Jones US ETF in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's iShares Dow Jones US ETF position peaked at $20K in Q1 2018.
138 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.