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

Campbell Wealth 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
2024
Q1 		– Sell
-2,745
Closed -$320K – 95
2023
Q4 		$320K Buy
2,745
+11
+0.4% +$1.2K 0.04% 46
2023
Q3 		$286K Buy
+2,734
New +$297K 0.03% 54

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SFS
Sharp Financial Services Horsham, Pennsylvania $203M AUM 25.9% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Campbell Wealth Management's IYY Position: Q1 2024 in Review

Campbell Wealth Management sold out of iShares Dow Jones US ETF (IYY) in Q1 2024, closing a stake of 2,745 shares — an estimated $320K sold.

Campbell Wealth Management first reported a position in IYY in Q3 2023 and held it in 2 quarters. The position peaked at $320K in Q4 2023. 223 funds tracked by Wall St. Rank hold IYY as of Q1 2024.

  • Campbell Wealth Management reported no remaining iShares Dow Jones US ETF position as of Q1 2024 after selling out during the quarter.
  • Campbell Wealth Management sold 2,745 iShares Dow Jones US ETF shares in Q1 2024, an estimated $320K.
  • Campbell Wealth Management first reported a position in iShares Dow Jones US ETF in Q3 2023 and held it in 2 quarters.
  • Campbell Wealth Management's iShares Dow Jones US ETF position peaked at $320K in Q4 2023.
  • 223 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2024.

Based on Campbell Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.