Bard Financial Services’s iShares Dow Jones US ETF IYY Stock Holding History

Bard Financial Services’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 Q3	–	Sell	-22,500	Closed	-$2.44M	–	272
2023 Q2	$2.44M	Hold	22,500	–	–	0.18%	108
2023 Q1	$2.25M	Hold	22,500	–	–	0.18%	110
2022 Q4	$2.1M	Hold	22,500	–	–	0.18%	111
2022 Q3	$1.97M	Hold	22,500	–	–	0.18%	112
2022 Q2	$2.08M	Hold	22,500	–	–	0.19%	107
2022 Q1	$2.51M	Hold	22,500	–	–	0.2%	102
2021 Q4	$2.65M	Hold	22,500	–	–	0.21%	98
2021 Q3	$2.43M	Hold	22,500	–	–	0.21%	102
2021 Q2	$2.43M	Hold	22,500	–	–	0.22%	101
2021 Q1	$2.25M	Hold	22,500	–	–	0.22%	100
2020 Q4	$2.12M	Buy	+22,500	New	+$2M	0.21%	100

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bard Financial Services's IYY Position: Q3 2023 in Review

Bard Financial Services sold out of iShares Dow Jones US ETF (IYY) in Q3 2023, closing a stake of 22,500 shares — an estimated $2.44M sold.

Bard Financial Services first reported a position in IYY in Q4 2020 and held it in 11 quarters. The position peaked at $2.65M in Q4 2021. 204 funds tracked by Wall St. Rank hold IYY as of Q3 2023.

Bard Financial Services reported no remaining iShares Dow Jones US ETF position as of Q3 2023 after selling out during the quarter.
Bard Financial Services sold 22,500 iShares Dow Jones US ETF shares in Q3 2023, an estimated $2.44M.
Bard Financial Services first reported a position in iShares Dow Jones US ETF in Q4 2020 and held it in 11 quarters.
Bard Financial Services's iShares Dow Jones US ETF position peaked at $2.65M in Q4 2021.
204 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.