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Filbrandt Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

Filbrandt Wealth Management’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
2021
Q1 		– Sell
-390
Closed -$37K – 194
2020
Q4 		$37K Buy
+390
New +$34.7K 0.02% 101
2020
Q3 		– Sell
-2,648
Closed -$203K – 254
2020
Q2 		$203K Buy
+2,648
New +$191K 0.16% 39

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Filbrandt Wealth Management's IYY Position: Q1 2021 in Review

Filbrandt Wealth Management sold out of iShares Dow Jones US ETF (IYY) in Q1 2021, closing a stake of 390 shares — an estimated $37K sold.

Filbrandt Wealth Management first reported a position in IYY in Q2 2020 and held it in 2 quarters. The position peaked at $203K in Q2 2020. 174 funds tracked by Wall St. Rank hold IYY as of Q1 2021.

  • Filbrandt Wealth Management reported no remaining iShares Dow Jones US ETF position as of Q1 2021 after selling out during the quarter.
  • Filbrandt Wealth Management sold 390 iShares Dow Jones US ETF shares in Q1 2021, an estimated $37K.
  • Filbrandt Wealth Management first reported a position in iShares Dow Jones US ETF in Q2 2020 and held it in 2 quarters.
  • Filbrandt Wealth Management's iShares Dow Jones US ETF position peaked at $203K in Q2 2020.
  • 174 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2021.

Based on Filbrandt Wealth Management's 13F filing for Q1 2021, filed 21 Apr 2021.