JWM
IYY icon

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

Jeppson 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
Q4 		– Sell
-40
Closed -$3K – 286
2020
Q3 		$3K Buy
+40
New +$3.29K ﹤0.01% 465

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
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jeppson Wealth Management's IYY Position: Q4 2020 in Review

Jeppson Wealth Management sold out of iShares Dow Jones US ETF (IYY) in Q4 2020, closing a stake of 40 shares — an estimated $3K sold.

Jeppson Wealth Management first reported a position in IYY in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 168 funds tracked by Wall St. Rank hold IYY as of Q4 2020.

  • Jeppson Wealth Management reported no remaining iShares Dow Jones US ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 40 iShares Dow Jones US ETF shares in Q4 2020, an estimated $3K.
  • Jeppson Wealth Management first reported a position in iShares Dow Jones US ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's iShares Dow Jones US ETF position peaked at $3K in Q3 2020.
  • 168 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.