Bedel Financial Consulting’s iShares Dow Jones US ETF IYY Stock Holding History

Bedel Financial Consulting’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	-82	Closed	-$9K	–	537
2022 Q1	$9K	Hold	82	–	–	﹤0.01%	691
2021 Q4	$10K	Buy	82 +1	+1%	+$115	﹤0.01%	687
2021 Q3	$9K	Hold	81	–	–	﹤0.01%	690
2021 Q2	$9K	Hold	81	–	–	﹤0.01%	692
2021 Q1	$8K	Hold	81	–	–	﹤0.01%	673
2020 Q4	$8K	Buy	81 +1	+1%	+$89	﹤0.01%	588
2020 Q3	$7K	Hold	80	–	–	﹤0.01%	563
2020 Q2	$6K	Hold	80	–	–	﹤0.01%	558
2020 Q1	$5K	Hold	80	–	–	﹤0.01%	572
2019 Q4	$6K	Hold	80	–	–	﹤0.01%	562
2019 Q3	$6K	Hold	80	–	–	﹤0.01%	546
2019 Q2	$6K	Hold	80	–	–	﹤0.01%	544
2019 Q1	$6K	Hold	80	–	–	﹤0.01%	547
2018 Q4	$5K	Hold	80	–	–	﹤0.01%	534
2018 Q3	$5K	Hold	80	–	–	﹤0.01%	549
2018 Q2	$5K	Hold	80	–	–	﹤0.01%	548
2018 Q1	$5K	Buy	+80	New	+$5.47K	﹤0.01%	539

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Bedel Financial Consulting's IYY Position: Q2 2022 in Review

Bedel Financial Consulting sold out of iShares Dow Jones US ETF (IYY) in Q2 2022, closing a stake of 82 shares — an estimated $9K sold.

Bedel Financial Consulting first reported a position in IYY in Q1 2018 and held it in 17 quarters. The position peaked at $10K in Q4 2021. 188 funds tracked by Wall St. Rank hold IYY as of Q2 2022.

Bedel Financial Consulting reported no remaining iShares Dow Jones US ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 82 iShares Dow Jones US ETF shares in Q2 2022, an estimated $9K.
Bedel Financial Consulting first reported a position in iShares Dow Jones US ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's iShares Dow Jones US ETF position peaked at $10K in Q4 2021.
188 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.