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Bison Wealth’s iShares Dow Jones US ETF IYY Stock Holding History

Bison Wealth’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
Q3 		– Sell
-466
Closed -$43K – 298
2022
Q2 		$43K Hold
466
– – 0.02% 238
2022
Q1 		$52K Buy
+466
New +$51.2K 0.03% 263

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bison Wealth's IYY Position: Q3 2022 in Review

Bison Wealth sold out of iShares Dow Jones US ETF (IYY) in Q3 2022, closing a stake of 466 shares — an estimated $43K sold.

Bison Wealth first reported a position in IYY in Q1 2022 and held it in 2 quarters. The position peaked at $52K in Q1 2022. 189 funds tracked by Wall St. Rank hold IYY as of Q3 2022.

  • Bison Wealth reported no remaining iShares Dow Jones US ETF position as of Q3 2022 after selling out during the quarter.
  • Bison Wealth sold 466 iShares Dow Jones US ETF shares in Q3 2022, an estimated $43K.
  • Bison Wealth first reported a position in iShares Dow Jones US ETF in Q1 2022 and held it in 2 quarters.
  • Bison Wealth's iShares Dow Jones US ETF position peaked at $52K in Q1 2022.
  • 189 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2022.

Based on Bison Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.