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Carnick & Kubik’s iShares Dow Jones US ETF IYY Stock Holding History

Carnick & Kubik’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
2015
Q1 		– Sell
-27,950
Closed -$626K – 118
2014
Q4 		$626K Buy
+27,950
New +$1.41M 0.53% 66

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Carnick & Kubik's IYY Position: Q1 2015 in Review

Carnick & Kubik sold out of iShares Dow Jones US ETF (IYY) in Q1 2015, closing a stake of 27,950 shares — an estimated $626K sold.

Carnick & Kubik first reported a position in IYY in Q4 2014 and held it in 1 quarter. The position peaked at $626K in Q4 2014. 95 funds tracked by Wall St. Rank hold IYY as of Q1 2015.

  • Carnick & Kubik reported no remaining iShares Dow Jones US ETF position as of Q1 2015 after selling out during the quarter.
  • Carnick & Kubik sold 27,950 iShares Dow Jones US ETF shares in Q1 2015, an estimated $626K.
  • Carnick & Kubik first reported a position in iShares Dow Jones US ETF in Q4 2014 and held it in 1 quarter.
  • Carnick & Kubik's iShares Dow Jones US ETF position peaked at $626K in Q4 2014.
  • 95 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2015.

Based on Carnick & Kubik's 13F filing for Q1 2015, filed 6 May 2015.