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Jaffetilchin Investment Partners’s iShares Dow Jones US ETF IYY Stock Holding History

Jaffetilchin Investment 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
2015
Q4 		– Sell
-4,436
Closed -$214K – 205
2015
Q3 		$214K Hold
4,436
– – 0.08% 163
2015
Q2 		$231K Buy
4,436
+20
+0.5% +$1.06K 0.07% 170
2015
Q1 		$231K Buy
+4,416
New +$230K 0.07% 183
2014
Q4 		– Sell
-4,376
Closed -$217K – 221
2014
Q3 		$217K Buy
4,376
+20
+0.5% +$998 0.08% 181
2014
Q2 		$216K Buy
4,356
+16
+0.4% +$769 0.08% 187
2014
Q1 		$206K Buy
4,340
+18
+0.4% +$838 0.08% 179
2013
Q4 		$202K Buy
+4,322
New +$194K 0.1% 169

Other funds holding IYY

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAC
Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return

Jaffetilchin Investment Partners's IYY Position: Q4 2015 in Review

Jaffetilchin Investment Partners sold out of iShares Dow Jones US ETF (IYY) in Q4 2015, closing a stake of 4,436 shares — an estimated $214K sold.

Jaffetilchin Investment Partners first reported a position in IYY in Q4 2013 and held it in 7 quarters. The position peaked at $231K in Q2 2015. 103 funds tracked by Wall St. Rank hold IYY as of Q4 2015.

  • Jaffetilchin Investment Partners reported no remaining iShares Dow Jones US ETF position as of Q4 2015 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 4,436 iShares Dow Jones US ETF shares in Q4 2015, an estimated $214K.
  • Jaffetilchin Investment Partners first reported a position in iShares Dow Jones US ETF in Q4 2013 and held it in 7 quarters.
  • Jaffetilchin Investment Partners's iShares Dow Jones US ETF position peaked at $231K in Q2 2015.
  • 103 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2015.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2015, filed 26 Jan 2016.