American Portfolios Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

American Portfolios 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
2022 Q3	$800K	Sell	9,120 -50	-0.5%	-$4.87K	0.03%	494
2022 Q2	$847K	Sell	9,170 -55	-0.6%	-$5.53K	0.03%	472
2022 Q1	$1.03M	Buy	9,225 +5,012	+119%	+$551K	0.04%	476
2021 Q4	$496K	Buy	4,213 +103	+3%	+$11.8K	0.02%	745
2021 Q3	$443K	Buy	4,110 +871	+27%	+$96.6K	0.02%	761
2021 Q2	$350K	Buy	3,239 +4	+0.1%	+$420	0.01%	884
2021 Q1	$323K	Sell	3,235 -45	-1%	-$4.39K	0.01%	836
2020 Q4	$309K	Sell	3,280 -5,604	-63%	-$498K	0.02%	726
2020 Q3	$740K	Sell	8,884 -2,048	-19%	-$168K	0.04%	384
2020 Q2	$837K	Buy	10,932 +1,408	+15%	+$102K	0.05%	310
2020 Q1	$601K	Sell	9,524 -1,110	-10%	-$83.8K	0.05%	328
2019 Q4	$849K	Sell	10,634 -1,854	-15%	-$142K	0.06%	306
2019 Q3	$921K	Sell	12,488 -320	-2%	-$23.5K	0.08%	251
2019 Q2	$936K	Hold	12,808	–	–	0.08%	250
2019 Q1	$904K	Sell	12,808 -1,080	-8%	-$73.3K	0.09%	232
2018 Q4	$864K	Buy	13,888 +1,050	+8%	+$70.6K	0.11%	191
2018 Q3	$934K	Buy	12,838 +232	+2%	+$16.6K	0.11%	191
2018 Q2	$859K	Sell	12,606 -410	-3%	-$27.8K	0.12%	179
2018 Q1	$860K	Sell	13,016 -420	-3%	-$28.7K	0.13%	168
2017 Q4	$898K	Buy	+13,436	New	+$875K	0.14%	154

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American Portfolios Advisors's IYY Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares Dow Jones US ETF (IYY) stake by 0.55% in Q3 2022, selling an estimated $4.87K and leaving 9,120 shares worth $800K. The position accounts for 0.03% of the portfolio, ranked #494.

American Portfolios Advisors first reported a position in IYY in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.03M in Q1 2022. 189 funds tracked by Wall St. Rank hold IYY as of Q3 2022.

American Portfolios Advisors held 9,120 shares of iShares Dow Jones US ETF worth $800K as of Q3 2022.
American Portfolios Advisors sold 50 iShares Dow Jones US ETF shares in Q3 2022, an estimated $4.87K.
iShares Dow Jones US ETF made up 0.03% of American Portfolios Advisors's portfolio in Q3 2022, its #494 holding.
American Portfolios Advisors first reported a position in iShares Dow Jones US ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's iShares Dow Jones US ETF position peaked at $1.03M in Q1 2022.
189 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.