Avestar Capital’s iShares Dow Jones US ETF IYY Stock Holding History

Avestar Capital’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 Q3	–	Sell	-228	Closed	-$16K	–	514
2019 Q2	$16K	Hold	228	–	–	0.01%	428
2019 Q1	$16K	Hold	228	–	–	0.01%	403
2018 Q4	$14K	Hold	228	–	–	0.01%	388
2018 Q3	$16K	Hold	228	–	–	0.01%	397
2018 Q2	$15K	Hold	228	–	–	0.01%	397
2018 Q1	$15K	Hold	228	–	–	0.01%	370
2017 Q4	$15K	Buy	+228	New	+$14.9K	0.01%	384

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Avestar Capital's IYY Position: Q3 2019 in Review

Avestar Capital sold out of iShares Dow Jones US ETF (IYY) in Q3 2019, closing a stake of 228 shares — an estimated $16K sold.

Avestar Capital first reported a position in IYY in Q4 2017 and held it in 7 quarters. The position peaked at $16K in Q2 2019. 146 funds tracked by Wall St. Rank hold IYY as of Q3 2019.

Avestar Capital reported no remaining iShares Dow Jones US ETF position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 228 iShares Dow Jones US ETF shares in Q3 2019, an estimated $16K.
Avestar Capital first reported a position in iShares Dow Jones US ETF in Q4 2017 and held it in 7 quarters.
Avestar Capital's iShares Dow Jones US ETF position peaked at $16K in Q2 2019.
146 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.