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Camarda Financial Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Camarda Financial 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
2018
Q1 		– Sell
-106
Closed -$7K – 185
2017
Q4 		$7K Buy
+106
New +$6.91K 0.01% 163

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Camarda Financial Advisors's IYY Position: Q1 2018 in Review

Camarda Financial Advisors sold out of iShares Dow Jones US ETF (IYY) in Q1 2018, closing a stake of 106 shares — an estimated $7K sold.

Camarda Financial Advisors first reported a position in IYY in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 131 funds tracked by Wall St. Rank hold IYY as of Q1 2018.

  • Camarda Financial Advisors reported no remaining iShares Dow Jones US ETF position as of Q1 2018 after selling out during the quarter.
  • Camarda Financial Advisors sold 106 iShares Dow Jones US ETF shares in Q1 2018, an estimated $7K.
  • Camarda Financial Advisors first reported a position in iShares Dow Jones US ETF in Q4 2017 and held it in 1 quarter.
  • Camarda Financial Advisors's iShares Dow Jones US ETF position peaked at $7K in Q4 2017.
  • 131 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2018.

Based on Camarda Financial Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.