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BBR Partners’s iShares Dow Jones US ETF IYY Stock Holding History

BBR Partners’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
2022
Q2 		– Sell
-1,990
Closed -$222K – 243
2022
Q1 		$222K Buy
+1,990
New +$219K 0.02% 214

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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return

BBR Partners's IYY Position: Q2 2022 in Review

BBR Partners sold out of iShares Dow Jones US ETF (IYY) in Q2 2022, closing a stake of 1,990 shares — an estimated $222K sold.

BBR Partners first reported a position in IYY in Q1 2022 and held it in 1 quarter. The position peaked at $222K in Q1 2022. 188 funds tracked by Wall St. Rank hold IYY as of Q2 2022.

  • BBR Partners reported no remaining iShares Dow Jones US ETF position as of Q2 2022 after selling out during the quarter.
  • BBR Partners sold 1,990 iShares Dow Jones US ETF shares in Q2 2022, an estimated $222K.
  • BBR Partners first reported a position in iShares Dow Jones US ETF in Q1 2022 and held it in 1 quarter.
  • BBR Partners's iShares Dow Jones US ETF position peaked at $222K in Q1 2022.
  • 188 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2022.

Based on BBR Partners's 13F filing for Q2 2022, filed 12 Aug 2022.