GSC
IYY icon

Ground Swell Capital’s iShares Dow Jones US ETF IYY Stock Holding History

Ground Swell 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
2014
Q3 		$4K Buy
+84
New +$4.19K 0.01% 1572

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ground Swell Capital's IYY Position: Q3 2014 in Review

Ground Swell Capital opened a new position in iShares Dow Jones US ETF (IYY) in Q3 2014: 84 shares worth $4K. The stake represents 0.01% of the portfolio and ranks #1572 among its holdings.

96 funds tracked by Wall St. Rank hold IYY as of Q3 2014.

  • Ground Swell Capital held 84 shares of iShares Dow Jones US ETF worth $4K as of Q3 2014.
  • iShares Dow Jones US ETF was a new Ground Swell Capital position in Q3 2014.
  • iShares Dow Jones US ETF made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1572 holding.
  • 96 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.