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Cary Street Partners Investment Advisory’s iShares Dow Jones US ETF IYY Stock Holding History

Cary Street Partners Investment Advisory’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
Q4 		– Sell
-516
Closed -$53.9K – 1238
2023
Q3 		$53.9K Buy
+516
New +$56.1K ﹤0.01% 854
2020
Q4 		– Sell
-158
Closed -$13K – 623
2020
Q3 		$13K Buy
+158
New +$13K ﹤0.01% 730

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 $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $79.5B AUM 27.1% 1-Year Est. Return
SFS
Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 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

Cary Street Partners Investment Advisory's IYY Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares Dow Jones US ETF (IYY) in Q4 2023, closing a stake of 516 shares — an estimated $53.9K sold.

Cary Street Partners Investment Advisory first reported a position in IYY in Q3 2020 and held it in 2 quarters. The position peaked at $53.9K in Q3 2023. 218 funds tracked by Wall St. Rank hold IYY as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining iShares Dow Jones US ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 516 iShares Dow Jones US ETF shares in Q4 2023, an estimated $53.9K.
  • Cary Street Partners Investment Advisory first reported a position in iShares Dow Jones US ETF in Q3 2020 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's iShares Dow Jones US ETF position peaked at $53.9K in Q3 2023.
  • 218 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.