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

Arbor 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
2019
Q2 		– Sell
-540
Closed -$70K – 227
2019
Q1 		$70K Buy
540
+400
+286% +$27.2K 0.04% 73
2018
Q4 		$300K Buy
+140
New +$9.42K 0.26% 41

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return

Arbor Wealth Management's IYY Position: Q2 2019 in Review

Arbor Wealth Management sold out of iShares Dow Jones US ETF (IYY) in Q2 2019, closing a stake of 540 shares — an estimated $70K sold.

Arbor Wealth Management first reported a position in IYY in Q4 2018 and held it in 2 quarters. The position peaked at $300K in Q4 2018. 149 funds tracked by Wall St. Rank hold IYY as of Q2 2019.

  • Arbor Wealth Management reported no remaining iShares Dow Jones US ETF position as of Q2 2019 after selling out during the quarter.
  • Arbor Wealth Management sold 540 iShares Dow Jones US ETF shares in Q2 2019, an estimated $70K.
  • Arbor Wealth Management first reported a position in iShares Dow Jones US ETF in Q4 2018 and held it in 2 quarters.
  • Arbor Wealth Management's iShares Dow Jones US ETF position peaked at $300K in Q4 2018.
  • 149 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2019.

Based on Arbor Wealth Management's 13F filing for Q2 2019, filed 16 Jul 2019.