GFPC
IYY icon

Global Financial Private Capital’s iShares Dow Jones US ETF IYY Stock Holding History

Global Financial Private Capital’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
2019
Q2 		– Sell
-19,840
Closed -$1.4M – 523
2019
Q1 		$1.4M Buy
+19,840
New +$1.35M 0.07% 208

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return

Global Financial Private Capital's IYY Position: Q2 2019 in Review

Global Financial Private Capital sold out of iShares Dow Jones US ETF (IYY) in Q2 2019, closing a stake of 19,840 shares — an estimated $1.4M sold.

Global Financial Private Capital first reported a position in IYY in Q1 2019 and held it in 1 quarter. The position peaked at $1.4M in Q1 2019. 149 funds tracked by Wall St. Rank hold IYY as of Q2 2019.

  • Global Financial Private Capital reported no remaining iShares Dow Jones US ETF position as of Q2 2019 after selling out during the quarter.
  • Global Financial Private Capital sold 19,840 iShares Dow Jones US ETF shares in Q2 2019, an estimated $1.4M.
  • Global Financial Private Capital first reported a position in iShares Dow Jones US ETF in Q1 2019 and held it in 1 quarter.
  • Global Financial Private Capital's iShares Dow Jones US ETF position peaked at $1.4M in Q1 2019.
  • 149 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2019.

Based on Global Financial Private Capital's 13F filing for Q2 2019, filed 14 Aug 2019.