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Horan Securities’s iShares Dow Jones US ETF IYY Stock Holding History

Horan Securities’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
2020
Q3 		– Sell
-14
Closed -$1K – 363
2020
Q2 		$1K Buy
+14
New +$1.01K ﹤0.01% 301

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
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Horan Securities's IYY Position: Q3 2020 in Review

Horan Securities sold out of iShares Dow Jones US ETF (IYY) in Q3 2020, closing a stake of 14 shares — an estimated $1K sold.

Horan Securities first reported a position in IYY in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 154 funds tracked by Wall St. Rank hold IYY as of Q3 2020.

  • Horan Securities reported no remaining iShares Dow Jones US ETF position as of Q3 2020 after selling out during the quarter.
  • Horan Securities sold 14 iShares Dow Jones US ETF shares in Q3 2020, an estimated $1K.
  • Horan Securities first reported a position in iShares Dow Jones US ETF in Q2 2020 and held it in 1 quarter.
  • Horan Securities's iShares Dow Jones US ETF position peaked at $1K in Q2 2020.
  • 154 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2020.

Based on Horan Securities's 13F filing for Q3 2020, filed 4 Nov 2020.