Carroll Financial Associates’s iShares Dow Jones US ETF IYY Stock Holding History

Carroll Financial Associates’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
2021 Q4	$12K	Hold	108	–	–	﹤0.01%	1112
2021 Q3	$11K	Hold	108	–	–	﹤0.01%	1173
2021 Q2	$11K	Hold	108	–	–	﹤0.01%	1258
2021 Q1	$10K	Hold	108	–	–	﹤0.01%	1208
2020 Q4	$10K	Hold	108	–	–	﹤0.01%	1112
2020 Q3	$9K	Hold	108	–	–	﹤0.01%	1066
2020 Q2	$8K	Hold	108	–	–	﹤0.01%	1084
2020 Q1	$6K	Hold	108	–	–	﹤0.01%	1072
2019 Q4	$8K	Hold	108	–	–	﹤0.01%	1131
2019 Q3	$7K	Hold	108	–	–	﹤0.01%	1111
2019 Q2	$7K	Hold	108	–	–	﹤0.01%	1111
2019 Q1	$7K	Hold	108	–	–	﹤0.01%	1035
2018 Q4	$6K	Hold	108	–	–	﹤0.01%	987
2018 Q3	$7K	Hold	108	–	–	﹤0.01%	995
2018 Q2	$7K	Hold	108	–	–	﹤0.01%	947
2018 Q1	$7K	Buy	+108	New	+$7.38K	﹤0.01%	930
2013 Q3	–	Sell	-70	Closed	–	–	822
2013 Q2	$0	Buy	+70	New	+$2.84K	﹤0.01%	654

Other funds holding IYY

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Carroll Financial Associates's IYY Position: Q4 2021 in Review

Carroll Financial Associates held its iShares Dow Jones US ETF (IYY) position steady in Q4 2021 at 108 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

Carroll Financial Associates first reported a position in IYY in Q2 2013 and has held it in 17 quarters since. 211 funds tracked by Wall St. Rank hold IYY as of Q4 2021.

Carroll Financial Associates held 108 shares of iShares Dow Jones US ETF worth $12K as of Q4 2021.
Carroll Financial Associates left its iShares Dow Jones US ETF share count unchanged in Q4 2021.
iShares Dow Jones US ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1112 holding.
Carroll Financial Associates first reported a position in iShares Dow Jones US ETF in Q2 2013 and has held it in 17 quarters since.
211 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.