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Ausdal Financial Partners’s iShares Dow Jones US ETF IYY Stock Holding History

Ausdal Financial Partners’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
2020
Q2 		– Sell
-10,270
Closed -$709K – 298
2020
Q1 		$709K Buy
10,270
+44
+0.4% +$3.32K 0.25% 106
2019
Q4 		$829K Buy
10,226
+772
+8% +$59K 0.25% 113
2019
Q3 		$697K Buy
9,454
+1,512
+19% +$111K 0.25% 109
2019
Q2 		$595K Buy
+7,942
New +$571K 0.23% 117
2016
Q1 		– Sell
-1,428
Closed -$73K – 638
2015
Q4 		$73K Buy
+1,428
New +$73.5K 0.04% 366

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
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ausdal Financial Partners's IYY Position: Q2 2020 in Review

Ausdal Financial Partners sold out of iShares Dow Jones US ETF (IYY) in Q2 2020, closing a stake of 10,270 shares — an estimated $709K sold.

Ausdal Financial Partners first reported a position in IYY in Q4 2015 and held it in 5 quarters. The position peaked at $829K in Q4 2019. 146 funds tracked by Wall St. Rank hold IYY as of Q2 2020.

  • Ausdal Financial Partners reported no remaining iShares Dow Jones US ETF position as of Q2 2020 after selling out during the quarter.
  • Ausdal Financial Partners sold 10,270 iShares Dow Jones US ETF shares in Q2 2020, an estimated $709K.
  • Ausdal Financial Partners first reported a position in iShares Dow Jones US ETF in Q4 2015 and held it in 5 quarters.
  • Ausdal Financial Partners's iShares Dow Jones US ETF position peaked at $829K in Q4 2019.
  • 146 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2020.

Based on Ausdal Financial Partners's 13F filing for Q2 2020, filed 6 Aug 2020.