Evensky & Katz’s iShares Dow Jones US ETF IYY Stock Holding History

Evensky & Katz’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 Q1	–	Sell	-568	Closed	-$30K	–	103
2019 Q4	$30K	Buy	568 +220	+63%	+$16.8K	﹤0.01%	89
2019 Q3	$26K	Hold	348	–	–	﹤0.01%	101
2019 Q2	$25K	Sell	348 -4,592	-93%	-$330K	﹤0.01%	100
2019 Q1	$242K	Buy	4,940 +4,596	+1,336%	+$312K	0.03%	76
2018 Q4	$21K	Buy	344 +4	+1%	+$269	﹤0.01%	63
2018 Q3	$24K	Hold	340	–	–	﹤0.01%	56
2018 Q2	$23K	Hold	340	–	–	﹤0.01%	54
2018 Q1	$22K	Buy	340 +2	+0.6%	+$137	﹤0.01%	53
2017 Q4	$22K	Buy	338 +4	+1%	+$261	﹤0.01%	43
2017 Q3	$21K	Hold	334	–	–	﹤0.01%	44
2017 Q2	$20K	Buy	334 +2	+0.6%	+$120	﹤0.01%	42
2017 Q1	$19K	Hold	332	–	–	﹤0.01%	41
2016 Q4	$18K	Buy	332 +2	+0.6%	+$110	﹤0.01%	41
2016 Q3	$17K	Hold	330	–	–	﹤0.01%	40
2016 Q2	$17K	Hold	330	–	–	﹤0.01%	45
2016 Q1	$16K	Hold	330	–	–	﹤0.01%	45
2015 Q4	$16K	Hold	330	–	–	﹤0.01%	43
2015 Q3	$15K	Hold	330	–	–	﹤0.01%	43
2015 Q2	$17K	Hold	330	–	–	﹤0.01%	44
2015 Q1	$17K	Hold	330	–	–	﹤0.01%	44
2014 Q4	$17K	Hold	330	–	–	0.01%	39
2014 Q3	$16K	Hold	330	–	–	﹤0.01%	40
2014 Q2	$16K	Hold	330	–	–	0.01%	26
2014 Q1	$15K	Hold	330	–	–	0.01%	26
2013 Q4	$15K	Hold	330	–	–	0.01%	27
2013 Q3	$14K	Hold	330	–	–	0.01%	26
2013 Q2	$13K	Buy	+330	New	+$13.4K	0.01%	26

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

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

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

Evensky & Katz's IYY Position: Q1 2020 in Review

Evensky & Katz sold out of iShares Dow Jones US ETF (IYY) in Q1 2020, closing a stake of 568 shares — an estimated $30K sold.

Evensky & Katz first reported a position in IYY in Q2 2013 and held it in 27 quarters. The position peaked at $242K in Q1 2019. 147 funds tracked by Wall St. Rank hold IYY as of Q1 2020.

Evensky & Katz reported no remaining iShares Dow Jones US ETF position as of Q1 2020 after selling out during the quarter.
Evensky & Katz sold 568 iShares Dow Jones US ETF shares in Q1 2020, an estimated $30K.
Evensky & Katz first reported a position in iShares Dow Jones US ETF in Q2 2013 and held it in 27 quarters.
Evensky & Katz's iShares Dow Jones US ETF position peaked at $242K in Q1 2019.
147 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2020.

Based on Evensky & Katz's 13F filing for Q1 2020, filed 1 May 2020.