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

Capital Directions 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
2022
Q4 		$164K Buy
+1,756
New +$165K 0.06% 66
2022
Q3 		– Hold
0
– – – 72
2017
Q3 		– Sell
-1,756
Closed -$107K – 109
2017
Q2 		$107K Buy
+1,756
New +$106K 0.04% 45

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Capital Directions Investment Advisors's IYY Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in iShares Dow Jones US ETF (IYY) in Q4 2022: 1,756 shares worth $164K. The stake represents 0.06% of the portfolio and ranks #66 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in IYY as recently as Q2 2017.

Capital Directions Investment Advisors first reported a position in IYY in Q2 2017 and has held it in 2 quarters since. 191 funds tracked by Wall St. Rank hold IYY as of Q4 2022.

  • Capital Directions Investment Advisors held 1,756 shares of iShares Dow Jones US ETF worth $164K as of Q4 2022.
  • iShares Dow Jones US ETF was a new Capital Directions Investment Advisors position in Q4 2022.
  • iShares Dow Jones US ETF made up 0.06% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #66 holding.
  • Capital Directions Investment Advisors first reported a position in iShares Dow Jones US ETF in Q2 2017 and has held it in 2 quarters since.
  • 191 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.