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FNY Investment Advisers’s iShares Dow Jones US ETF IYY Stock Holding History

FNY Investment Advisers’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
Q4 		– Sell
-300
Closed -$31K – 623
2023
Q3 		$31K Buy
+300
New +$32.6K 0.02% 275
2018
Q3 		– Sell
-180
Closed -$12K – 1103
2018
Q2 		$12K Buy
+180
New +$12.2K ﹤0.01% 417

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SFS
Sharp Financial Services Horsham, Pennsylvania $203M AUM 25.9% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FNY Investment Advisers's IYY Position: Q4 2023 in Review

FNY Investment Advisers sold out of iShares Dow Jones US ETF (IYY) in Q4 2023, closing a stake of 300 shares — an estimated $31K sold.

FNY Investment Advisers first reported a position in IYY in Q2 2018 and held it in 2 quarters. The position peaked at $31K in Q3 2023. 218 funds tracked by Wall St. Rank hold IYY as of Q4 2023.

  • FNY Investment Advisers reported no remaining iShares Dow Jones US ETF position as of Q4 2023 after selling out during the quarter.
  • FNY Investment Advisers sold 300 iShares Dow Jones US ETF shares in Q4 2023, an estimated $31K.
  • FNY Investment Advisers first reported a position in iShares Dow Jones US ETF in Q2 2018 and held it in 2 quarters.
  • FNY Investment Advisers's iShares Dow Jones US ETF position peaked at $31K in Q3 2023.
  • 218 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2023.

Based on FNY Investment Advisers's 13F filing for Q4 2023, filed 12 Jan 2024.