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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 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.