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Beacon Capital Management LLC (Tennessee)’s iShares Dow Jones US ETF IYY Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q4 		– Sell
-56
Closed -$5K – 1024
2022
Q3 		$5K Buy
+56
New +$5.46K ﹤0.01% 592
2022
Q2 		– Sell
-56
Closed -$6K – 938
2022
Q1 		$6K Buy
+56
New +$6.15K ﹤0.01% 611

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PNC Financial Services Group
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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s IYY Position: Q4 2022 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares Dow Jones US ETF (IYY) in Q4 2022, closing a stake of 56 shares — an estimated $5K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IYY in Q1 2022 and held it in 2 quarters. The position peaked at $6K in Q1 2022. 191 funds tracked by Wall St. Rank hold IYY as of Q4 2022.

  • Beacon Capital Management LLC (Tennessee) reported no remaining iShares Dow Jones US ETF position as of Q4 2022 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 56 iShares Dow Jones US ETF shares in Q4 2022, an estimated $5K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in iShares Dow Jones US ETF in Q1 2022 and held it in 2 quarters.
  • Beacon Capital Management LLC (Tennessee)'s iShares Dow Jones US ETF position peaked at $6K in Q1 2022.
  • 191 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2022.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2022, filed 27 Jan 2023.