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Clearstead Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Clearstead Advisors’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
Q2 		– Sell
-945
Closed -$94.6K – 1411
2023
Q1 		$94.6K Buy
+945
New +$92.4K 0.01% 521

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Clearstead Advisors's IYY Position: Q2 2023 in Review

Clearstead Advisors sold out of iShares Dow Jones US ETF (IYY) in Q2 2023, closing a stake of 945 shares — an estimated $94.6K sold.

Clearstead Advisors first reported a position in IYY in Q1 2023 and held it in 1 quarter. The position peaked at $94.6K in Q1 2023. 199 funds tracked by Wall St. Rank hold IYY as of Q2 2023.

  • Clearstead Advisors reported no remaining iShares Dow Jones US ETF position as of Q2 2023 after selling out during the quarter.
  • Clearstead Advisors sold 945 iShares Dow Jones US ETF shares in Q2 2023, an estimated $94.6K.
  • Clearstead Advisors first reported a position in iShares Dow Jones US ETF in Q1 2023 and held it in 1 quarter.
  • Clearstead Advisors's iShares Dow Jones US ETF position peaked at $94.6K in Q1 2023.
  • 199 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2023.

Based on Clearstead Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.