Belpointe Asset Management’s iShares Dow Jones US ETF IYY Stock Holding History

Belpointe Asset Management’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 Q2	–	Sell	-8,685	Closed	-$869K	–	1992
2023 Q1	$869K	Sell	8,685 -311	-3%	-$30.4K	0.05%	375
2022 Q4	$841K	Buy	8,996 +77	+0.9%	+$7.24K	0.05%	368
2022 Q3	$782K	Hold	8,919	–	–	0.05%	361
2022 Q2	$824K	Buy	8,919 +25	+0.3%	+$2.51K	0.06%	346
2022 Q1	$990K	Buy	8,894 +308	+4%	+$33.8K	0.06%	334
2021 Q4	$1.01M	Buy	8,586 +50	+0.6%	+$5.74K	0.06%	314
2021 Q3	$921K	Buy	8,536 +593	+7%	+$65.8K	0.06%	327
2021 Q2	$858K	Buy	7,943 +237	+3%	+$24.9K	0.06%	329
2021 Q1	$770K	Buy	7,706 +37	+0.5%	+$3.61K	0.07%	300
2020 Q4	$723K	Buy	+7,669	New	+$682K	0.06%	323

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Belpointe Asset Management's IYY Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares Dow Jones US ETF (IYY) in Q2 2023, closing a stake of 8,685 shares — an estimated $869K sold.

Belpointe Asset Management first reported a position in IYY in Q4 2020 and held it in 10 quarters. The position peaked at $1.01M in Q4 2021. 199 funds tracked by Wall St. Rank hold IYY as of Q2 2023.

Belpointe Asset Management reported no remaining iShares Dow Jones US ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 8,685 iShares Dow Jones US ETF shares in Q2 2023, an estimated $869K.
Belpointe Asset Management first reported a position in iShares Dow Jones US ETF in Q4 2020 and held it in 10 quarters.
Belpointe Asset Management's iShares Dow Jones US ETF position peaked at $1.01M in Q4 2021.
199 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.