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Advisor Group’s iShares Dow Jones US ETF IYY Stock Holding History

Advisor Group’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
2019
Q4 		$5.73M Sell
71,824
-11,292
-14% -$863K 0.04% 372
2019
Q3 		$6.13M Buy
83,116
+8,440
+11% +$621K 0.05% 350
2019
Q2 		$5.46M Buy
74,676
+9,706
+15% +$698K 0.04% 364
2019
Q1 		$4.59M Buy
64,970
+43,486
+202% +$2.95M 0.04% 396
2018
Q4 		$1.34M Buy
21,484
+10,226
+91% +$688K 0.01% 802
2018
Q3 		$819K Buy
11,258
+4,350
+63% +$311K 0.01% 1122
2018
Q2 		$472K Buy
6,908
+260
+4% +$17.6K 0.01% 1347
2018
Q1 		$439K Buy
6,648
+18
+0.3% +$1.23K 0.01% 1404
2017
Q4 		$443K Sell
6,630
-148
-2% -$9.64K 0.01% 1410
2017
Q3 		$427K Buy
6,778
+212
+3% +$13.1K 0.01% 1310
2017
Q2 		$397K Sell
6,566
-12,014
-65% -$722K 0.01% 1299
2017
Q1 		$1.1M Sell
18,580
-1,360
-7% -$79.3K 0.02% 666
2016
Q4 		$1.12M Sell
19,940
-6,256
-24% -$343K 0.03% 616
2016
Q3 		$1.42M Buy
26,196
+15,344
+141% +$830K 0.03% 517
2016
Q2 		$565K Buy
+10,852
New +$562K 0.01% 857

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor Group's IYY Position: Q4 2019 in Review

Advisor Group reduced its iShares Dow Jones US ETF (IYY) stake by 14% in Q4 2019, selling an estimated $863K and leaving 71,824 shares worth $5.73M. The position accounts for 0.04% of the portfolio, ranked #372.

Advisor Group first reported a position in IYY in Q2 2016 and has held it in 15 quarters since. The position peaked at $6.13M in Q3 2019. 160 funds tracked by Wall St. Rank hold IYY as of Q4 2019.

  • Advisor Group held 71,824 shares of iShares Dow Jones US ETF worth $5.73M as of Q4 2019.
  • Advisor Group sold 11,292 iShares Dow Jones US ETF shares in Q4 2019, an estimated $863K.
  • iShares Dow Jones US ETF made up 0.04% of Advisor Group's portfolio in Q4 2019, its #372 holding.
  • Advisor Group first reported a position in iShares Dow Jones US ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares Dow Jones US ETF position peaked at $6.13M in Q3 2019.
  • 160 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.