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

Gateway Advisory’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
2017
Q3 		– Sell
-4,050
Closed -$246K – 77
2017
Q2 		$246K Hold
4,050
– – 0.08% 74
2017
Q1 		$237K Buy
+4,050
New +$236K 0.08% 70

Other funds holding IYY

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Gateway Advisory's IYY Position: Q3 2017 in Review

Gateway Advisory sold out of iShares Dow Jones US ETF (IYY) in Q3 2017, closing a stake of 4,050 shares — an estimated $246K sold.

Gateway Advisory first reported a position in IYY in Q1 2017 and held it in 2 quarters. The position peaked at $246K in Q2 2017. 112 funds tracked by Wall St. Rank hold IYY as of Q3 2017.

  • Gateway Advisory reported no remaining iShares Dow Jones US ETF position as of Q3 2017 after selling out during the quarter.
  • Gateway Advisory sold 4,050 iShares Dow Jones US ETF shares in Q3 2017, an estimated $246K.
  • Gateway Advisory first reported a position in iShares Dow Jones US ETF in Q1 2017 and held it in 2 quarters.
  • Gateway Advisory's iShares Dow Jones US ETF position peaked at $246K in Q2 2017.
  • 112 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2017.

Based on Gateway Advisory's 13F filing for Q3 2017, filed 8 Nov 2017.