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Institute for Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

Institute for Wealth Management’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
Q1 		– Sell
-1,568
Closed -$125K – 557
2019
Q4 		$125K Buy
+1,568
New +$120K 0.03% 457
2019
Q3 		– Sell
-3,506
Closed -$256K – 450
2019
Q2 		$256K Buy
+3,506
New +$252K 0.06% 386

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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 $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Institute for Wealth Management's IYY Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares Dow Jones US ETF (IYY) in Q1 2020, closing a stake of 1,568 shares — an estimated $125K sold.

Institute for Wealth Management first reported a position in IYY in Q2 2019 and held it in 2 quarters. The position peaked at $256K in Q2 2019. 147 funds tracked by Wall St. Rank hold IYY as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares Dow Jones US ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 1,568 iShares Dow Jones US ETF shares in Q1 2020, an estimated $125K.
  • Institute for Wealth Management first reported a position in iShares Dow Jones US ETF in Q2 2019 and held it in 2 quarters.
  • Institute for Wealth Management's iShares Dow Jones US ETF position peaked at $256K in Q2 2019.
  • 147 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.