Financial Architects (New Jersey)’s iShares Dow Jones US ETF IYY Stock Holding History

Financial Architects (New Jersey)’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 Q3	–	Sell	-108	Closed	-$8K	–	524
2020 Q2	$8K	Hold	108	–	–	﹤0.01%	674
2020 Q1	$7K	Hold	108	–	–	﹤0.01%	668
2019 Q4	$9K	Hold	108	–	–	﹤0.01%	692
2019 Q3	$8K	Hold	108	–	–	﹤0.01%	759
2019 Q2	$8K	Buy	+108	New	+$7.76K	﹤0.01%	928

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

Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Financial Architects (New Jersey)'s IYY Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of iShares Dow Jones US ETF (IYY) in Q3 2020, closing a stake of 108 shares — an estimated $8K sold.

Financial Architects (New Jersey) first reported a position in IYY in Q2 2019 and held it in 5 quarters. The position peaked at $9K in Q4 2019. 154 funds tracked by Wall St. Rank hold IYY as of Q3 2020.

Financial Architects (New Jersey) reported no remaining iShares Dow Jones US ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 108 iShares Dow Jones US ETF shares in Q3 2020, an estimated $8K.
Financial Architects (New Jersey) first reported a position in iShares Dow Jones US ETF in Q2 2019 and held it in 5 quarters.
Financial Architects (New Jersey)'s iShares Dow Jones US ETF position peaked at $9K in Q4 2019.
154 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.