Fortitude Advisory Group’s iShares Dow Jones US ETF IYY Stock Holding History

Fortitude Advisory Group’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
2024 Q2	–	Sell	-4,454	Closed	-$571K	–	211
2024 Q1	$571K	Hold	4,454	–	–	0.32%	67
2023 Q4	$519K	Hold	4,454	–	–	0.32%	69
2023 Q3	$465K	Hold	4,454	–	–	0.31%	69
2023 Q2	$483K	Buy	4,454 +2,252	+102%	+$230K	0.35%	65
2023 Q1	$220K	Hold	2,202	–	–	0.17%	172
2022 Q4	$206K	Buy	+2,202	New	+$207K	0.18%	182
2022 Q3	–	Sell	-2,202	Closed	-$203K	–	210
2022 Q2	$203K	Hold	2,202	–	–	0.19%	172
2022 Q1	$245K	Hold	2,202	–	–	0.13%	166
2021 Q4	$260K	Buy	+2,202	New	+$253K	0.13%	150

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFS

Sharp Financial Services Horsham, Pennsylvania $203M AUM 25.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fortitude Advisory Group's IYY Position: Q2 2024 in Review

Fortitude Advisory Group sold out of iShares Dow Jones US ETF (IYY) in Q2 2024, closing a stake of 4,454 shares — an estimated $571K sold.

Fortitude Advisory Group first reported a position in IYY in Q4 2021 and held it in 9 quarters. The position peaked at $571K in Q1 2024. 220 funds tracked by Wall St. Rank hold IYY as of Q2 2024.

Fortitude Advisory Group reported no remaining iShares Dow Jones US ETF position as of Q2 2024 after selling out during the quarter.
Fortitude Advisory Group sold 4,454 iShares Dow Jones US ETF shares in Q2 2024, an estimated $571K.
Fortitude Advisory Group first reported a position in iShares Dow Jones US ETF in Q4 2021 and held it in 9 quarters.
Fortitude Advisory Group's iShares Dow Jones US ETF position peaked at $571K in Q1 2024.
220 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2024.

Based on Fortitude Advisory Group's 13F filing for Q2 2024, filed 25 Jul 2024.