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Hoover Financial Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Hoover Financial 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
2021
Q2 		$80K Hold
738
– – 0.01% 223
2021
Q1 		$77K Hold
738
– – 0.01% 222
2020
Q4 		$71K Sell
738
-66
-8% -$5.87K 0.02% 208
2020
Q3 		$67K Hold
804
– – 0.02% 128
2020
Q2 		$62K Buy
+804
New +$58K 0.02% 169

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Hoover Financial Advisors's IYY Position: Q2 2021 in Review

Hoover Financial Advisors held its iShares Dow Jones US ETF (IYY) position steady in Q2 2021 at 738 shares worth $80K. The position accounts for 0.01% of the portfolio, ranked #223.

Hoover Financial Advisors first reported a position in IYY in Q2 2020 and has held it in 5 quarters since. 182 funds tracked by Wall St. Rank hold IYY as of Q2 2021.

  • Hoover Financial Advisors held 738 shares of iShares Dow Jones US ETF worth $80K as of Q2 2021.
  • Hoover Financial Advisors left its iShares Dow Jones US ETF share count unchanged in Q2 2021.
  • iShares Dow Jones US ETF made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #223 holding.
  • Hoover Financial Advisors first reported a position in iShares Dow Jones US ETF in Q2 2020 and has held it in 5 quarters since.
  • 182 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.