FolioMetrix’s iShares Dow Jones US ETF IYY Stock Holding History

FolioMetrix’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
2015 Q1	–	Sell	-50,678	Closed	-$2.41M	–	251
2014 Q4	$2.41M	Buy	+50,678	New	+$2.56M	1.71%	19

Other funds holding IYY

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FolioMetrix's IYY Position: Q1 2015 in Review

FolioMetrix sold out of iShares Dow Jones US ETF (IYY) in Q1 2015, closing a stake of 50,678 shares — an estimated $2.41M sold.

FolioMetrix first reported a position in IYY in Q4 2014 and held it in 1 quarter. The position peaked at $2.41M in Q4 2014. 95 funds tracked by Wall St. Rank hold IYY as of Q1 2015.

FolioMetrix reported no remaining iShares Dow Jones US ETF position as of Q1 2015 after selling out during the quarter.
FolioMetrix sold 50,678 iShares Dow Jones US ETF shares in Q1 2015, an estimated $2.41M.
FolioMetrix first reported a position in iShares Dow Jones US ETF in Q4 2014 and held it in 1 quarter.
FolioMetrix's iShares Dow Jones US ETF position peaked at $2.41M in Q4 2014.
95 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2015.

Based on FolioMetrix's 13F filing for Q1 2015, filed 28 Apr 2015.