Claraphi Advisory Network’s iShares Dow Jones US ETF IYY Stock Holding History

Claraphi Advisory Network’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	$772K	Buy	8,260 +4,130	+100%	+$388K	0.31%	91
2022 Q3	$362K	Sell	4,130 -1,126	-21%	-$110K	0.2%	129
2022 Q2	$485K	Hold	5,256	–	–	0.17%	142
2022 Q1	$585K	Sell	5,256 -242	-4%	-$26.6K	0.17%	128
2021 Q4	$648K	Sell	5,498 -400	-7%	-$45.9K	0.23%	107
2021 Q3	$636K	Hold	5,898	–	–	0.22%	110
2021 Q2	$637K	Sell	5,898 -146	-2%	-$15.3K	0.19%	121
2021 Q1	$604K	Buy	6,044 +348	+6%	+$34K	0.17%	133
2020 Q4	$537K	Buy	5,696 +826	+17%	+$73.4K	0.15%	135
2020 Q3	$406K	Sell	4,870 -242	-5%	-$19.9K	0.15%	137
2020 Q2	$391K	Sell	5,112 -2,188	-30%	-$158K	0.17%	130
2020 Q1	$460K	Sell	7,300 -1,188	-14%	-$89.7K	0.22%	88
2019 Q4	$678K	Sell	8,488 -58	-0.7%	-$4.43K	0.41%	55
2019 Q3	$630K	Buy	8,546 +1,558	+22%	+$115K	0.38%	57
2019 Q2	$511K	Buy	+6,988	New	+$502K	0.3%	81

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Claraphi Advisory Network's IYY Position: Q4 2022 in Review

Claraphi Advisory Network increased its iShares Dow Jones US ETF (IYY) stake by 100% in Q4 2022, buying an estimated $388K and bringing the position to 8,260 shares worth $772K. The position accounts for 0.31% of the portfolio, ranked #91.

Claraphi Advisory Network first reported a position in IYY in Q2 2019 and has held it in 15 quarters since. 191 funds tracked by Wall St. Rank hold IYY as of Q4 2022.

Claraphi Advisory Network held 8,260 shares of iShares Dow Jones US ETF worth $772K as of Q4 2022.
Claraphi Advisory Network bought 4,130 iShares Dow Jones US ETF shares in Q4 2022, an estimated $388K.
iShares Dow Jones US ETF made up 0.31% of Claraphi Advisory Network's portfolio in Q4 2022, its #91 holding.
Claraphi Advisory Network first reported a position in iShares Dow Jones US ETF in Q2 2019 and has held it in 15 quarters since.
191 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2022.

Based on Claraphi Advisory Network's 13F filing for Q4 2022, filed 14 Feb 2023.