Harbor Investment Advisory’s iShares Dow Jones US ETF IYY Stock Holding History

Harbor Investment Advisory’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
2022 Q1	–	Sell	-37	Closed	-$4K	–	1359
2021 Q4	$4K	Hold	37	–	–	﹤0.01%	1167
2021 Q3	$4K	Hold	37	–	–	﹤0.01%	1170
2021 Q2	$4K	Hold	37	–	–	﹤0.01%	1114
2021 Q1	$4K	Hold	37	–	–	﹤0.01%	1094
2020 Q4	$3K	Buy	+37	New	+$3.29K	﹤0.01%	1061

Other funds holding IYY

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Harbor Investment Advisory's IYY Position: Q1 2022 in Review

Harbor Investment Advisory sold out of iShares Dow Jones US ETF (IYY) in Q1 2022, closing a stake of 37 shares — an estimated $4K sold.

Harbor Investment Advisory first reported a position in IYY in Q4 2020 and held it in 5 quarters. The position peaked at $4K in Q4 2021. 197 funds tracked by Wall St. Rank hold IYY as of Q1 2022.

Harbor Investment Advisory reported no remaining iShares Dow Jones US ETF position as of Q1 2022 after selling out during the quarter.
Harbor Investment Advisory sold 37 iShares Dow Jones US ETF shares in Q1 2022, an estimated $4K.
Harbor Investment Advisory first reported a position in iShares Dow Jones US ETF in Q4 2020 and held it in 5 quarters.
Harbor Investment Advisory's iShares Dow Jones US ETF position peaked at $4K in Q4 2021.
197 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2022.

Based on Harbor Investment Advisory's 13F filing for Q1 2022, filed 20 Apr 2022.