Edmonds Duncan Registered Investment Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Edmonds Duncan Registered Investment 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
2020 Q2	–	Sell	-3,762	Closed	-$237K	–	114
2020 Q1	$237K	Hold	3,762	–	–	0.12%	93
2019 Q4	$300K	Sell	3,762 -146	-4%	-$11.2K	0.12%	95
2019 Q3	$288K	Hold	3,908	–	–	0.12%	89
2019 Q2	$288K	Sell	3,908 -216	-5%	-$15.5K	0.12%	92
2019 Q1	$291K	Buy	4,124 +140	+4%	+$9.51K	0.12%	93
2018 Q4	$248K	Hold	3,984	–	–	0.12%	100
2018 Q3	$290K	Hold	3,984	–	–	0.12%	97
2018 Q2	$272K	Hold	3,984	–	–	0.12%	94
2018 Q1	$263K	Buy	+3,984	New	+$272K	0.12%	92

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

Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return

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

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

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

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

Edmonds Duncan Registered Investment Advisors's IYY Position: Q2 2020 in Review

Edmonds Duncan Registered Investment Advisors sold out of iShares Dow Jones US ETF (IYY) in Q2 2020, closing a stake of 3,762 shares — an estimated $237K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in IYY in Q1 2018 and held it in 9 quarters. The position peaked at $300K in Q4 2019. 146 funds tracked by Wall St. Rank hold IYY as of Q2 2020.

Edmonds Duncan Registered Investment Advisors reported no remaining iShares Dow Jones US ETF position as of Q2 2020 after selling out during the quarter.
Edmonds Duncan Registered Investment Advisors sold 3,762 iShares Dow Jones US ETF shares in Q2 2020, an estimated $237K.
Edmonds Duncan Registered Investment Advisors first reported a position in iShares Dow Jones US ETF in Q1 2018 and held it in 9 quarters.
Edmonds Duncan Registered Investment Advisors's iShares Dow Jones US ETF position peaked at $300K in Q4 2019.
146 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2020.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.