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Golden State Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

Golden State Wealth Management’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
2020
Q2 		– Sell
-72
Closed -$5K – 569
2020
Q1 		$5K Buy
+72
New +$5.44K ﹤0.01% 740
2019
Q3 		– Sell
-240
Closed -$17K – 1106
2019
Q2 		$17K Hold
240
– – 0.01% 645
2019
Q1 		$17K Buy
+240
New +$16.3K 0.01% 662

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Golden State Wealth Management's IYY Position: Q2 2020 in Review

Golden State Wealth Management sold out of iShares Dow Jones US ETF (IYY) in Q2 2020, closing a stake of 72 shares — an estimated $5K sold.

Golden State Wealth Management first reported a position in IYY in Q1 2019 and held it in 3 quarters. The position peaked at $17K in Q2 2019. 146 funds tracked by Wall St. Rank hold IYY as of Q2 2020.

  • Golden State Wealth Management reported no remaining iShares Dow Jones US ETF position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 72 iShares Dow Jones US ETF shares in Q2 2020, an estimated $5K.
  • Golden State Wealth Management first reported a position in iShares Dow Jones US ETF in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's iShares Dow Jones US ETF position peaked at $17K in Q2 2019.
  • 146 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.