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

Divergent Wealth 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
2019
Q1 		– Sell
-17,450
Closed -$1.09M – 42
2018
Q4 		$1.09M Buy
+17,450
New +$1.17M 0.4% 25

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Divergent Wealth Advisors's IYY Position: Q1 2019 in Review

Divergent Wealth Advisors sold out of iShares Dow Jones US ETF (IYY) in Q1 2019, closing a stake of 17,450 shares — an estimated $1.09M sold.

Divergent Wealth Advisors first reported a position in IYY in Q4 2018 and held it in 1 quarter. The position peaked at $1.09M in Q4 2018. 154 funds tracked by Wall St. Rank hold IYY as of Q1 2019.

  • Divergent Wealth Advisors reported no remaining iShares Dow Jones US ETF position as of Q1 2019 after selling out during the quarter.
  • Divergent Wealth Advisors sold 17,450 iShares Dow Jones US ETF shares in Q1 2019, an estimated $1.09M.
  • Divergent Wealth Advisors first reported a position in iShares Dow Jones US ETF in Q4 2018 and held it in 1 quarter.
  • Divergent Wealth Advisors's iShares Dow Jones US ETF position peaked at $1.09M in Q4 2018.
  • 154 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2019.

Based on Divergent Wealth Advisors's 13F filing for Q1 2019, filed 8 Apr 2019.