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

Apollon 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
Q3 		– Sell
-2,274
Closed -$246K – 950
2023
Q2 		$246K Buy
+2,274
New +$233K 0.01% 794
2020
Q3 		– Sell
-1,006
Closed -$77K – 432
2020
Q2 		$77K Buy
+1,006
New +$72.6K 0.04% 200

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Apollon Wealth Management's IYY Position: Q3 2023 in Review

Apollon Wealth Management sold out of iShares Dow Jones US ETF (IYY) in Q3 2023, closing a stake of 2,274 shares — an estimated $246K sold.

Apollon Wealth Management first reported a position in IYY in Q2 2020 and held it in 2 quarters. The position peaked at $246K in Q2 2023. 204 funds tracked by Wall St. Rank hold IYY as of Q3 2023.

  • Apollon Wealth Management reported no remaining iShares Dow Jones US ETF position as of Q3 2023 after selling out during the quarter.
  • Apollon Wealth Management sold 2,274 iShares Dow Jones US ETF shares in Q3 2023, an estimated $246K.
  • Apollon Wealth Management first reported a position in iShares Dow Jones US ETF in Q2 2020 and held it in 2 quarters.
  • Apollon Wealth Management's iShares Dow Jones US ETF position peaked at $246K in Q2 2023.
  • 204 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2023.

Based on Apollon Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.