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Howe & Rusling’s iShares Dow Jones US ETF IYY Stock Holding History

Howe & Rusling’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
Q4 		– Sell
-834
Closed -$73K – 675
2022
Q3 		$73K Buy
+834
New +$81.3K 0.01% 291
2014
Q2 		– Sell
-132
Closed -$6K – 881
2014
Q1 		$6K Buy
+132
New +$6.14K ﹤0.01% 637

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Howe & Rusling's IYY Position: Q4 2022 in Review

Howe & Rusling sold out of iShares Dow Jones US ETF (IYY) in Q4 2022, closing a stake of 834 shares — an estimated $73K sold.

Howe & Rusling first reported a position in IYY in Q1 2014 and held it in 2 quarters. The position peaked at $73K in Q3 2022. 191 funds tracked by Wall St. Rank hold IYY as of Q4 2022.

  • Howe & Rusling reported no remaining iShares Dow Jones US ETF position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 834 iShares Dow Jones US ETF shares in Q4 2022, an estimated $73K.
  • Howe & Rusling first reported a position in iShares Dow Jones US ETF in Q1 2014 and held it in 2 quarters.
  • Howe & Rusling's iShares Dow Jones US ETF position peaked at $73K in Q3 2022.
  • 191 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.