FourThought Financial’s iShares Dow Jones US ETF IYY Stock Holding History

FourThought Financial’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
2022 Q3	$100K	Hold	1,138	–	–	0.01%	437
2022 Q2	$105K	Sell	1,138 -217	-16%	-$21.8K	0.02%	423
2022 Q1	$151K	Sell	1,355 -48	-3%	-$5.27K	0.02%	377
2021 Q4	$165K	Sell	1,403 -111	-7%	-$12.7K	0.02%	373
2021 Q3	$163K	Sell	1,514 -238	-14%	-$26.4K	0.02%	374
2021 Q2	$189K	Hold	1,752	–	–	0.03%	361
2021 Q1	$174K	Hold	1,752	–	–	0.03%	371
2020 Q4	$165K	Buy	+1,752	New	+$156K	0.03%	373

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

FourThought Financial's IYY Position: Q3 2022 in Review

FourThought Financial held its iShares Dow Jones US ETF (IYY) position steady in Q3 2022 at 1,138 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #437.

FourThought Financial first reported a position in IYY in Q4 2020 and has held it in 8 quarters since. The position peaked at $189K in Q2 2021. 189 funds tracked by Wall St. Rank hold IYY as of Q3 2022.

FourThought Financial held 1,138 shares of iShares Dow Jones US ETF worth $100K as of Q3 2022.
FourThought Financial left its iShares Dow Jones US ETF share count unchanged in Q3 2022.
iShares Dow Jones US ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #437 holding.
FourThought Financial first reported a position in iShares Dow Jones US ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares Dow Jones US ETF position peaked at $189K in Q2 2021.
189 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.