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

Avior 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
2024
Q2 		– Sell
-1,106
Closed -$142K – 2995
2024
Q1 		$142K Buy
+1,106
New +$135K 0.01% 816

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Sharp Financial Services Horsham, Pennsylvania $203M AUM 25.9% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avior Wealth Management's IYY Position: Q2 2024 in Review

Avior Wealth Management sold out of iShares Dow Jones US ETF (IYY) in Q2 2024, closing a stake of 1,106 shares — an estimated $142K sold.

Avior Wealth Management first reported a position in IYY in Q1 2024 and held it in 1 quarter. The position peaked at $142K in Q1 2024. 220 funds tracked by Wall St. Rank hold IYY as of Q2 2024.

  • Avior Wealth Management reported no remaining iShares Dow Jones US ETF position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 1,106 iShares Dow Jones US ETF shares in Q2 2024, an estimated $142K.
  • Avior Wealth Management first reported a position in iShares Dow Jones US ETF in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's iShares Dow Jones US ETF position peaked at $142K in Q1 2024.
  • 220 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.