Capital Asset Advisory Services’s iShares Dow Jones US ETF IYY Stock Holding History

Capital Asset Advisory Services’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
2020 Q1	–	Sell	-1,772	Closed	-$147K	–	575
2019 Q4	$147K	Buy	+1,772	New	+$135K	0.03%	363
2017 Q2	–	Sell	-4,230	Closed	-$250K	–	131
2017 Q1	$250K	Buy	+4,230	New	+$247K	0.18%	88

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capital Asset Advisory Services's IYY Position: Q1 2020 in Review

Capital Asset Advisory Services sold out of iShares Dow Jones US ETF (IYY) in Q1 2020, closing a stake of 1,772 shares — an estimated $147K sold.

Capital Asset Advisory Services first reported a position in IYY in Q1 2017 and held it in 2 quarters. The position peaked at $250K in Q1 2017. 147 funds tracked by Wall St. Rank hold IYY as of Q1 2020.

Capital Asset Advisory Services reported no remaining iShares Dow Jones US ETF position as of Q1 2020 after selling out during the quarter.
Capital Asset Advisory Services sold 1,772 iShares Dow Jones US ETF shares in Q1 2020, an estimated $147K.
Capital Asset Advisory Services first reported a position in iShares Dow Jones US ETF in Q1 2017 and held it in 2 quarters.
Capital Asset Advisory Services's iShares Dow Jones US ETF position peaked at $250K in Q1 2017.
147 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2020.

Based on Capital Asset Advisory Services's 13F filing for Q1 2020, filed 18 May 2020.