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

Avondale 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
2023 Q4	–	Sell	-893	Closed	-$93.3K	–	125
2023 Q3	$93.3K	Hold	893	–	–	0.08%	61
2023 Q2	$96.7K	Hold	893	–	–	0.08%	64
2023 Q1	$89.4K	Hold	893	–	–	0.08%	67
2022 Q4	$83.5K	Sell	893 -340	-28%	-$32K	0.07%	56
2022 Q3	$108K	Sell	1,233 -64	-5%	-$6.24K	0.12%	49
2022 Q2	$120K	Sell	1,297 -7,377	-85%	-$741K	0.14%	43
2022 Q1	$966K	Sell	8,674 -1,750	-17%	-$192K	1.13%	15
2021 Q4	$1.23M	Sell	10,424 -4,701	-31%	-$540K	1.24%	14
2021 Q3	$1.63M	Buy	15,125 +2,328	+18%	+$258K	1.59%	13
2021 Q2	$1.38M	Buy	+12,797	New	+$1.34M	1.29%	15

Other funds holding IYY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SFS

Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Avondale Wealth Management's IYY Position: Q4 2023 in Review

Avondale Wealth Management sold out of iShares Dow Jones US ETF (IYY) in Q4 2023, closing a stake of 893 shares — an estimated $93.3K sold.

Avondale Wealth Management first reported a position in IYY in Q2 2021 and held it in 10 quarters. The position peaked at $1.63M in Q3 2021. 219 funds tracked by Wall St. Rank hold IYY as of Q4 2023.

Avondale Wealth Management reported no remaining iShares Dow Jones US ETF position as of Q4 2023 after selling out during the quarter.
Avondale Wealth Management sold 893 iShares Dow Jones US ETF shares in Q4 2023, an estimated $93.3K.
Avondale Wealth Management first reported a position in iShares Dow Jones US ETF in Q2 2021 and held it in 10 quarters.
Avondale Wealth Management's iShares Dow Jones US ETF position peaked at $1.63M in Q3 2021.
219 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2023.

Based on Avondale Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.