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Castle Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

Castle Wealth Management’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 		– Sell
-201
Closed -$18K – 367
2022
Q3 		$18K Hold
201
– – 0.01% 338
2022
Q2 		$19K Buy
+201
New +$20.2K 0.01% 319

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 $71.6B AUM 21.08% 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

Castle Wealth Management's IYY Position: Q4 2022 in Review

Castle Wealth Management sold out of iShares Dow Jones US ETF (IYY) in Q4 2022, closing a stake of 201 shares — an estimated $18K sold.

Castle Wealth Management first reported a position in IYY in Q2 2022 and held it in 2 quarters. The position peaked at $19K in Q2 2022. 191 funds tracked by Wall St. Rank hold IYY as of Q4 2022.

  • Castle Wealth Management reported no remaining iShares Dow Jones US ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 201 iShares Dow Jones US ETF shares in Q4 2022, an estimated $18K.
  • Castle Wealth Management first reported a position in iShares Dow Jones US ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's iShares Dow Jones US ETF position peaked at $19K in Q2 2022.
  • 191 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.