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Biondo Investment Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Biondo Investment Advisors’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
2017
Q4 		– Sell
-47,290
Closed -$2.98M – 100
2017
Q3 		$2.98M Buy
47,290
+630
+1% +$38.9K 0.82% 40
2017
Q2 		$2.83M Sell
46,660
-66
-0.1% -$3.96K 0.82% 39
2017
Q1 		$2.44M Buy
46,726
+216
+0.5% +$12.6K 0.87% 39
2016
Q4 		$2.61M Sell
46,510
-330
-0.7% -$18.1K 0.86% 40
2016
Q3 		$2.54M Buy
46,840
+114
+0.2% +$6.17K 0.86% 42
2016
Q2 		$2.44M Buy
46,726
+900
+2% +$46.6K 0.87% 39
2016
Q1 		$2.35M Buy
45,826
+360
+0.8% +$17.5K 0.89% 35
2015
Q4 		$2.32M Sell
45,466
-150
-0.3% -$7.72K 0.77% 38
2015
Q3 		$2.2M Sell
45,616
-534
-1% -$27.3K 0.73% 40
2015
Q2 		$2.41M Buy
46,150
+1,800
+4% +$95.7K 0.72% 36
2015
Q1 		$2.33M Buy
44,350
+3,450
+8% +$180K 0.69% 36
2014
Q4 		$2.12M Buy
40,900
+3,710
+10% +$188K 0.64% 37
2014
Q3 		$1.84M Buy
37,190
+2,260
+6% +$113K 0.57% 41
2014
Q2 		$1.73M Buy
34,930
+2,090
+6% +$100K 0.55% 44
2014
Q1 		$1.56M Buy
32,840
+6,590
+25% +$307K 0.52% 47
2013
Q4 		$1.23M Buy
26,250
+2,110
+9% +$94.5K 0.42% 49
2013
Q3 		$1.03M Buy
24,140
+6,620
+38% +$280K 0.39% 51
2013
Q2 		$707K Buy
+17,520
New +$711K 0.31% 58

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return
AAC
Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return

Biondo Investment Advisors's IYY Position: Q4 2017 in Review

Biondo Investment Advisors sold out of iShares Dow Jones US ETF (IYY) in Q4 2017, closing a stake of 47,290 shares — an estimated $2.98M sold.

Biondo Investment Advisors first reported a position in IYY in Q2 2013 and held it in 18 quarters. The position peaked at $2.98M in Q3 2017. 124 funds tracked by Wall St. Rank hold IYY as of Q4 2017.

  • Biondo Investment Advisors reported no remaining iShares Dow Jones US ETF position as of Q4 2017 after selling out during the quarter.
  • Biondo Investment Advisors sold 47,290 iShares Dow Jones US ETF shares in Q4 2017, an estimated $2.98M.
  • Biondo Investment Advisors first reported a position in iShares Dow Jones US ETF in Q2 2013 and held it in 18 quarters.
  • Biondo Investment Advisors's iShares Dow Jones US ETF position peaked at $2.98M in Q3 2017.
  • 124 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2017.

Based on Biondo Investment Advisors's 13F filing for Q4 2017, filed 7 Feb 2018.