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Householder Group Estate & Retirement Specialist’s iShares Dow Jones US ETF IYY Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q3 		– Sell
-33
Closed -$4K – 1246
2024
Q2 		$4K Hold
33
– – ﹤0.01% 966
2024
Q1 		$4.23K Hold
33
– – ﹤0.01% 956
2023
Q4 		$3K Hold
33
– – ﹤0.01% 953
2023
Q3 		$3.45K Buy
+33
New +$3.59K ﹤0.01% 993
2023
Q1 		$3K Buy
+33
New +$3.23K ﹤0.01% 1037
2022
Q4 		– Sell
-33
Closed -$2K – 735
2022
Q3 		$2K Buy
+33
New +$3.22K ﹤0.01% 962

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
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
SFS
Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IYY Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Dow Jones US ETF (IYY) in Q3 2024, closing a stake of 33 shares — an estimated $4K sold.

Householder Group Estate & Retirement Specialist first reported a position in IYY in Q3 2022 and held it in 6 quarters. The position peaked at $4.23K in Q1 2024. 236 funds tracked by Wall St. Rank hold IYY as of Q3 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares Dow Jones US ETF position as of Q3 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 33 iShares Dow Jones US ETF shares in Q3 2024, an estimated $4K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares Dow Jones US ETF in Q3 2022 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's iShares Dow Jones US ETF position peaked at $4.23K in Q1 2024.
  • 236 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.