CWC
IYY icon

Carolinas Wealth Consulting’s iShares Dow Jones US ETF IYY Stock Holding History

Carolinas Wealth Consulting’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
2023
Q3 		– Sell
-1,152
Closed -$125K – 1071
2023
Q2 		$125K Buy
1,152
+3
+0.3% +$307 0.02% 227
2023
Q1 		$115K Sell
1,149
-77
-6% -$7.53K 0.02% 245
2022
Q4 		$115K Buy
1,226
+6
+0.5% +$564 0.03% 246
2022
Q3 		$107K Buy
1,220
+5
+0.4% +$487 0.03% 229
2022
Q2 		$112K Buy
1,215
+4
+0.3% +$402 0.03% 232
2022
Q1 		$135K Buy
1,211
+3
+0.2% +$330 0.03% 217
2021
Q4 		$142K Buy
1,208
+3
+0.2% +$344 0.03% 221
2021
Q3 		$130K Sell
1,205
-85
-7% -$9.43K 0.03% 210
2021
Q2 		$139K Sell
1,290
-36
-3% -$3.78K 0.03% 220
2021
Q1 		$132K Buy
1,326
+4
+0.3% +$390 0.03% 222
2020
Q4 		$125K Sell
1,322
-124
-9% -$11K 0.03% 204
2020
Q3 		$120K Sell
1,446
-512
-26% -$42.1K 0.04% 173
2020
Q2 		$150K Sell
1,958
-76
-4% -$5.48K 0.06% 117
2020
Q1 		$129K Buy
+2,034
New +$154K 0.07% 108

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carolinas Wealth Consulting's IYY Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of iShares Dow Jones US ETF (IYY) in Q3 2023, closing a stake of 1,152 shares — an estimated $125K sold.

Carolinas Wealth Consulting first reported a position in IYY in Q1 2020 and held it in 14 quarters. The position peaked at $150K in Q2 2020. 204 funds tracked by Wall St. Rank hold IYY as of Q3 2023.

  • Carolinas Wealth Consulting reported no remaining iShares Dow Jones US ETF position as of Q3 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 1,152 iShares Dow Jones US ETF shares in Q3 2023, an estimated $125K.
  • Carolinas Wealth Consulting first reported a position in iShares Dow Jones US ETF in Q1 2020 and held it in 14 quarters.
  • Carolinas Wealth Consulting's iShares Dow Jones US ETF position peaked at $150K in Q2 2020.
  • 204 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.