Investment Centers of America’s iShares Dow Jones US ETF IYY Stock Holding History

Investment Centers of America’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
2017 Q4	–	Sell	-5,662	Closed	-$357K	–	258
2017 Q3	$357K	Hold	5,662	–	–	0.03%	404
2017 Q2	$343K	Hold	5,662	–	–	0.03%	415
2017 Q1	$334K	Hold	5,662	–	–	0.03%	442
2016 Q4	$317K	Hold	5,662	–	–	0.03%	423
2016 Q3	$308K	Sell	5,662 -70	-1%	-$3.79K	0.03%	380
2016 Q2	$300K	Hold	5,732	–	–	0.03%	358
2016 Q1	$295K	Hold	5,732	–	–	0.03%	361
2015 Q4	$293K	Hold	5,732	–	–	0.04%	333
2015 Q3	$275K	Buy	+5,732	New	+$293K	0.04%	324

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

AAC

Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return

Investment Centers of America's IYY Position: Q4 2017 in Review

Investment Centers of America sold out of iShares Dow Jones US ETF (IYY) in Q4 2017, closing a stake of 5,662 shares — an estimated $357K sold.

Investment Centers of America first reported a position in IYY in Q3 2015 and held it in 9 quarters. The position peaked at $357K in Q3 2017. 124 funds tracked by Wall St. Rank hold IYY as of Q4 2017.

Investment Centers of America reported no remaining iShares Dow Jones US ETF position as of Q4 2017 after selling out during the quarter.
Investment Centers of America sold 5,662 iShares Dow Jones US ETF shares in Q4 2017, an estimated $357K.
Investment Centers of America first reported a position in iShares Dow Jones US ETF in Q3 2015 and held it in 9 quarters.
Investment Centers of America's iShares Dow Jones US ETF position peaked at $357K in Q3 2017.
124 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.