Badgley, Phelps & Bell’s iShares Dow Jones US ETF IYY Stock Holding History

Badgley, Phelps & Bell’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
2021 Q2	$556K	Buy	+5,150	New	+$541K	0.02%	155

Other funds holding IYY

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

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Badgley, Phelps & Bell's IYY Position: Q2 2021 in Review

Badgley, Phelps & Bell opened a new position in iShares Dow Jones US ETF (IYY) in Q2 2021: 5,150 shares worth $556K. The stake represents 0.02% of the portfolio and ranks #155 among its holdings.

182 funds tracked by Wall St. Rank hold IYY as of Q2 2021.

Badgley, Phelps & Bell held 5,150 shares of iShares Dow Jones US ETF worth $556K as of Q2 2021.
iShares Dow Jones US ETF was a new Badgley, Phelps & Bell position in Q2 2021.
iShares Dow Jones US ETF made up 0.02% of Badgley, Phelps & Bell's portfolio in Q2 2021, its #155 holding.
182 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2021.

Based on Badgley, Phelps & Bell's 13F filing for Q2 2021, filed 28 Jul 2021.