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Gradient Investments’s iShares Dow Jones US ETF IYY Stock Holding History

Gradient Investments’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
2024
Q1 		– Sell
-200
Closed -$23.3K – 1540
2023
Q4 		$23.3K Buy
+200
New +$21.7K ﹤0.01% 678
2022
Q4 		– Sell
-237
Closed -$21K – 1579
2022
Q3 		$21K Buy
+237
New +$23.1K ﹤0.01% 662
2018
Q4 		– Sell
-536
Closed -$39K – 1006
2018
Q3 		$39K Hold
536
– – ﹤0.01% 393
2018
Q2 		$37K Hold
536
– – ﹤0.01% 380
2018
Q1 		$35K Buy
+536
New +$36.6K ﹤0.01% 391

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SFS
Sharp Financial Services Horsham, Pennsylvania $203M AUM 25.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gradient Investments's IYY Position: Q1 2024 in Review

Gradient Investments sold out of iShares Dow Jones US ETF (IYY) in Q1 2024, closing a stake of 200 shares — an estimated $23.3K sold.

Gradient Investments first reported a position in IYY in Q1 2018 and held it in 5 quarters. The position peaked at $39K in Q3 2018. 223 funds tracked by Wall St. Rank hold IYY as of Q1 2024.

  • Gradient Investments reported no remaining iShares Dow Jones US ETF position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 200 iShares Dow Jones US ETF shares in Q1 2024, an estimated $23.3K.
  • Gradient Investments first reported a position in iShares Dow Jones US ETF in Q1 2018 and held it in 5 quarters.
  • Gradient Investments's iShares Dow Jones US ETF position peaked at $39K in Q3 2018.
  • 223 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.