Icon Wealth Partners’s iShares Dow Jones US ETF IYY Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-200	Closed	-$14K	–	477
2019 Q1	$14K	Buy	+200	New	+$13.6K	0.01%	626
2018 Q3	–	Sell	-200	Closed	-$14K	–	500
2018 Q2	$14K	Buy	+200	New	+$13.6K	0.01%	648
2018 Q1	–	Sell	-200	Closed	-$13K	–	498
2017 Q4	$13K	Buy	+200	New	+$13K	0.01%	680

Other funds holding IYY

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return

Icon Wealth Partners's IYY Position: Q2 2019 in Review

Icon Wealth Partners sold out of iShares Dow Jones US ETF (IYY) in Q2 2019, closing a stake of 200 shares — an estimated $14K sold.

Icon Wealth Partners first reported a position in IYY in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q1 2019. 149 funds tracked by Wall St. Rank hold IYY as of Q2 2019.

Icon Wealth Partners reported no remaining iShares Dow Jones US ETF position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 200 iShares Dow Jones US ETF shares in Q2 2019, an estimated $14K.
Icon Wealth Partners first reported a position in iShares Dow Jones US ETF in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's iShares Dow Jones US ETF position peaked at $14K in Q1 2019.
149 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.