JOYN Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

JOYN Advisors’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 Q1	–	Sell	-1,472	Closed	-$92K	–	752
2018 Q4	$92K	Hold	1,472	–	–	0.02%	210
2018 Q3	$107K	Sell	1,472 -542	-27%	-$38.7K	0.02%	207
2018 Q2	$137K	Buy	2,014 +1,882	+1,426%	+$128K	0.03%	173
2018 Q1	$9K	Buy	+132	New	+$9.02K	﹤0.01%	785

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 $173B AUM 20.72% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

JOYN Advisors's IYY Position: Q1 2019 in Review

JOYN Advisors sold out of iShares Dow Jones US ETF (IYY) in Q1 2019, closing a stake of 1,472 shares — an estimated $92K sold.

JOYN Advisors first reported a position in IYY in Q1 2018 and held it in 4 quarters. The position peaked at $137K in Q2 2018. 154 funds tracked by Wall St. Rank hold IYY as of Q1 2019.

JOYN Advisors reported no remaining iShares Dow Jones US ETF position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 1,472 iShares Dow Jones US ETF shares in Q1 2019, an estimated $92K.
JOYN Advisors first reported a position in iShares Dow Jones US ETF in Q1 2018 and held it in 4 quarters.
JOYN Advisors's iShares Dow Jones US ETF position peaked at $137K in Q2 2018.
154 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.