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Haberer Registered Investment Advisor’s iShares Dow Jones US ETF IYY Stock Holding History

Haberer Registered Investment Advisor’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
2015
Q1 		$6K Hold
110
– – ﹤0.01% 258
2014
Q4 		$6K Hold
110
– – ﹤0.01% 261
2014
Q3 		$5K Hold
110
– – ﹤0.01% 324
2014
Q2 		$5K Hold
110
– – ﹤0.01% 329
2014
Q1 		$5K Hold
110
– – ﹤0.01% 314
2013
Q4 		$5K Hold
110
– – ﹤0.01% 319
2013
Q3 		$5K Hold
110
– – ﹤0.01% 340
2013
Q2 		$4K Buy
+110
New +$4.46K ﹤0.01% 400

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Haberer Registered Investment Advisor's IYY Position: Q1 2015 in Review

Haberer Registered Investment Advisor held its iShares Dow Jones US ETF (IYY) position steady in Q1 2015 at 110 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #258.

Haberer Registered Investment Advisor first reported a position in IYY in Q2 2013 and has held it in 8 quarters since. 95 funds tracked by Wall St. Rank hold IYY as of Q1 2015.

  • Haberer Registered Investment Advisor held 110 shares of iShares Dow Jones US ETF worth $6K as of Q1 2015.
  • Haberer Registered Investment Advisor left its iShares Dow Jones US ETF share count unchanged in Q1 2015.
  • iShares Dow Jones US ETF made up ﹤0.01% of Haberer Registered Investment Advisor's portfolio in Q1 2015, its #258 holding.
  • Haberer Registered Investment Advisor first reported a position in iShares Dow Jones US ETF in Q2 2013 and has held it in 8 quarters since.
  • 95 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2015.

Based on Haberer Registered Investment Advisor's 13F filing for Q1 2015, filed 8 Apr 2015.