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Dynamic Advisor Solutions’s iShares Dow Jones US ETF IYY Stock Holding History

Dynamic Advisor Solutions’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
2018
Q4 		– Sell
-4,076
Closed -$297K – 435
2018
Q3 		$297K Sell
4,076
-436
-10% -$31.1K 0.06% 304
2018
Q2 		$308K Sell
4,512
-600
-12% -$40.7K 0.07% 291
2018
Q1 		$338K Buy
+5,112
New +$349K 0.09% 238

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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Dynamic Advisor Solutions's IYY Position: Q4 2018 in Review

Dynamic Advisor Solutions sold out of iShares Dow Jones US ETF (IYY) in Q4 2018, closing a stake of 4,076 shares — an estimated $297K sold.

Dynamic Advisor Solutions first reported a position in IYY in Q1 2018 and held it in 3 quarters. The position peaked at $338K in Q1 2018. 137 funds tracked by Wall St. Rank hold IYY as of Q4 2018.

  • Dynamic Advisor Solutions reported no remaining iShares Dow Jones US ETF position as of Q4 2018 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 4,076 iShares Dow Jones US ETF shares in Q4 2018, an estimated $297K.
  • Dynamic Advisor Solutions first reported a position in iShares Dow Jones US ETF in Q1 2018 and held it in 3 quarters.
  • Dynamic Advisor Solutions's iShares Dow Jones US ETF position peaked at $338K in Q1 2018.
  • 137 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2018.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2018, filed 29 Jan 2019.