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Financial Consulate’s iShares Dow Jones US ETF IYY Stock Holding History

Financial Consulate’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
2023
Q1 		– Sell
-43,500
Closed -$4.07M – 135
2022
Q4 		$4.07M Buy
+43,500
New +$4.09M 1.42% 16

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Consulate's IYY Position: Q1 2023 in Review

Financial Consulate sold out of iShares Dow Jones US ETF (IYY) in Q1 2023, closing a stake of 43,500 shares — an estimated $4.07M sold.

Financial Consulate first reported a position in IYY in Q4 2022 and held it in 1 quarter. The position peaked at $4.07M in Q4 2022. 193 funds tracked by Wall St. Rank hold IYY as of Q1 2023.

  • Financial Consulate reported no remaining iShares Dow Jones US ETF position as of Q1 2023 after selling out during the quarter.
  • Financial Consulate sold 43,500 iShares Dow Jones US ETF shares in Q1 2023, an estimated $4.07M.
  • Financial Consulate first reported a position in iShares Dow Jones US ETF in Q4 2022 and held it in 1 quarter.
  • Financial Consulate's iShares Dow Jones US ETF position peaked at $4.07M in Q4 2022.
  • 193 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2023.

Based on Financial Consulate's 13F filing for Q1 2023, filed 17 Apr 2023.