AWA
IYY icon

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

Arete 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
2022
Q4 		– Sell
-4,511
Closed -$396K – 669
2022
Q3 		$396K Buy
+4,511
New +$440K 0.04% 349

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Arete Wealth Advisors's IYY Position: Q4 2022 in Review

Arete Wealth Advisors sold out of iShares Dow Jones US ETF (IYY) in Q4 2022, closing a stake of 4,511 shares — an estimated $396K sold.

Arete Wealth Advisors first reported a position in IYY in Q3 2022 and held it in 1 quarter. The position peaked at $396K in Q3 2022. 191 funds tracked by Wall St. Rank hold IYY as of Q4 2022.

  • Arete Wealth Advisors reported no remaining iShares Dow Jones US ETF position as of Q4 2022 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,511 iShares Dow Jones US ETF shares in Q4 2022, an estimated $396K.
  • Arete Wealth Advisors first reported a position in iShares Dow Jones US ETF in Q3 2022 and held it in 1 quarter.
  • Arete Wealth Advisors's iShares Dow Jones US ETF position peaked at $396K in Q3 2022.
  • 191 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2022.

Based on Arete Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.