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Avantax Planning Partners’s iShares Dow Jones US ETF IYY Stock Holding History

Avantax Planning 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
2018
Q4 		– Sell
-88
Closed -$6K – 753
2018
Q3 		$6K Buy
+88
New +$6.29K ﹤0.01% 1026
2018
Q2 		– Sell
-358
Closed -$24K – 855
2018
Q1 		$24K Buy
+358
New +$24.5K ﹤0.01% 711

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Avantax Planning Partners's IYY Position: Q4 2018 in Review

Avantax Planning Partners sold out of iShares Dow Jones US ETF (IYY) in Q4 2018, closing a stake of 88 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in IYY in Q1 2018 and held it in 2 quarters. The position peaked at $24K in Q1 2018. 137 funds tracked by Wall St. Rank hold IYY as of Q4 2018.

  • Avantax Planning Partners reported no remaining iShares Dow Jones US ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 88 iShares Dow Jones US ETF shares in Q4 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in iShares Dow Jones US ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's iShares Dow Jones US ETF position peaked at $24K in Q1 2018.
  • 137 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.