Foresight Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

Foresight Wealth Management’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	-2,848	Closed	-$218K	–	108
2020 Q2	$218K	Buy	+2,848	New	+$206K	0.1%	86
2020 Q1	–	Sell	-2,856	Closed	-$228K	–	113
2019 Q4	$228K	Sell	2,856 -2,018	-41%	-$154K	0.14%	85
2019 Q3	$360K	Sell	4,874 -1,922	-28%	-$141K	0.26%	66
2019 Q2	$497K	Buy	6,796 +72	+1%	+$5.17K	0.38%	57
2019 Q1	$475K	Sell	6,724 -552	-8%	-$37.5K	0.41%	57
2018 Q4	$453K	Buy	+7,276	New	+$489K	0.48%	53

Other funds holding IYY

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

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

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

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Foresight Wealth Management's IYY Position: Q3 2020 in Review

Foresight Wealth Management sold out of iShares Dow Jones US ETF (IYY) in Q3 2020, closing a stake of 2,848 shares — an estimated $218K sold.

Foresight Wealth Management first reported a position in IYY in Q4 2018 and held it in 6 quarters. The position peaked at $497K in Q2 2019. 153 funds tracked by Wall St. Rank hold IYY as of Q3 2020.

Foresight Wealth Management reported no remaining iShares Dow Jones US ETF position as of Q3 2020 after selling out during the quarter.
Foresight Wealth Management sold 2,848 iShares Dow Jones US ETF shares in Q3 2020, an estimated $218K.
Foresight Wealth Management first reported a position in iShares Dow Jones US ETF in Q4 2018 and held it in 6 quarters.
Foresight Wealth Management's iShares Dow Jones US ETF position peaked at $497K in Q2 2019.
153 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2020.

Based on Foresight Wealth Management's 13F filing for Q3 2020, filed 19 Oct 2020.