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

FutureAdvisor’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 Q3	–	Sell	-4,538	Closed	-$238K	–	59
2015 Q2	$238K	Buy	+4,538	New	+$241K	0.04%	53

Other funds holding IYY

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LWA

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

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

AAC

Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return

FutureAdvisor's IYY Position: Q3 2015 in Review

FutureAdvisor sold out of iShares Dow Jones US ETF (IYY) in Q3 2015, closing a stake of 4,538 shares — an estimated $238K sold.

FutureAdvisor first reported a position in IYY in Q2 2015 and held it in 1 quarter. The position peaked at $238K in Q2 2015. 98 funds tracked by Wall St. Rank hold IYY as of Q3 2015.

FutureAdvisor reported no remaining iShares Dow Jones US ETF position as of Q3 2015 after selling out during the quarter.
FutureAdvisor sold 4,538 iShares Dow Jones US ETF shares in Q3 2015, an estimated $238K.
FutureAdvisor first reported a position in iShares Dow Jones US ETF in Q2 2015 and held it in 1 quarter.
FutureAdvisor's iShares Dow Jones US ETF position peaked at $238K in Q2 2015.
98 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2015.

Based on FutureAdvisor's 13F filing for Q3 2015, filed 17 Nov 2015.