Core Wealth Advisors (Florida)’s iShares Dow Jones US ETF IYY Stock Holding History

Core Wealth Advisors (Florida)’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	-7,468	Closed	-$747K	–	259
2023 Q1	$747K	Sell	7,468 -4,961	-40%	-$485K	0.3%	28
2022 Q4	$1.16M	Buy	12,429 +11,924	+2,361%	+$1.12M	0.51%	19
2022 Q3	$44K	Buy	505 +100	+25%	+$9.74K	0.03%	71
2022 Q2	$37K	Buy	405 +325	+406%	+$32.7K	0.02%	79
2022 Q1	$9K	Hold	80	–	–	0.01%	147
2021 Q4	$9K	Hold	80	–	–	0.01%	157
2021 Q3	$9K	Hold	80	–	–	0.01%	139
2021 Q2	$9K	Buy	80 +40	+100%	+$4.2K	0.01%	130
2021 Q1	$4K	Hold	40	–	–	﹤0.01%	150
2020 Q4	$4K	Buy	+40	New	+$3.56K	﹤0.01%	150

Other funds holding IYY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Core Wealth Advisors (Florida)'s IYY Position: Q2 2023 in Review

Core Wealth Advisors (Florida) sold out of iShares Dow Jones US ETF (IYY) in Q2 2023, closing a stake of 7,468 shares — an estimated $747K sold.

Core Wealth Advisors (Florida) first reported a position in IYY in Q4 2020 and held it in 10 quarters. The position peaked at $1.16M in Q4 2022. 200 funds tracked by Wall St. Rank hold IYY as of Q2 2023.

Core Wealth Advisors (Florida) reported no remaining iShares Dow Jones US ETF position as of Q2 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 7,468 iShares Dow Jones US ETF shares in Q2 2023, an estimated $747K.
Core Wealth Advisors (Florida) first reported a position in iShares Dow Jones US ETF in Q4 2020 and held it in 10 quarters.
Core Wealth Advisors (Florida)'s iShares Dow Jones US ETF position peaked at $1.16M in Q4 2022.
200 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2023, filed 14 Aug 2023.