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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B 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

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sharp Financial Services Horsham, Pennsylvania $203M AUM 25.9% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return