Guidant Wealth Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Guidant Wealth Advisors’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 Q3	$3.08M	Sell	41,760 -96	-0.2%	-$7.06K	1.14%	28
2019 Q2	$3.06M	Sell	41,856 -2,726	-6%	-$196K	1.18%	28
2019 Q1	$3.15M	Sell	44,582 -820	-2%	-$55.7K	1.23%	28
2018 Q4	$2.83M	Buy	+45,402	New	+$3.05M	1.32%	26
2017 Q3	–	Sell	-60,192	Closed	-$3.66M	–	214
2017 Q2	$3.66M	Sell	60,192 -576	-0.9%	-$34.6K	1.89%	19
2017 Q1	$3.57M	Sell	60,768 -3,812	-6%	-$222K	1.88%	19
2016 Q4	$3.68M	Sell	64,580 -16,198	-20%	-$887K	2.09%	17
2016 Q3	$4.34M	Buy	+80,778	New	+$4.37M	2.67%	13

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Guidant Wealth Advisors's IYY Position: Q3 2019 in Review

Guidant Wealth Advisors reduced its iShares Dow Jones US ETF (IYY) stake by 0.23% in Q3 2019, selling an estimated $7.06K and leaving 41,760 shares worth $3.08M. The position accounts for 1.14% of the portfolio, ranked #28.

Guidant Wealth Advisors first reported a position in IYY in Q3 2016 and has held it in 8 quarters since. The position peaked at $4.34M in Q3 2016. 146 funds tracked by Wall St. Rank hold IYY as of Q3 2019.

Guidant Wealth Advisors held 41,760 shares of iShares Dow Jones US ETF worth $3.08M as of Q3 2019.
Guidant Wealth Advisors sold 96 iShares Dow Jones US ETF shares in Q3 2019, an estimated $7.06K.
iShares Dow Jones US ETF made up 1.14% of Guidant Wealth Advisors's portfolio in Q3 2019, its #28 holding.
Guidant Wealth Advisors first reported a position in iShares Dow Jones US ETF in Q3 2016 and has held it in 8 quarters since.
Guidant Wealth Advisors's iShares Dow Jones US ETF position peaked at $4.34M in Q3 2016.
146 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.