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Laffer Tengler Investments’s iShares Dow Jones US ETF IYY Stock Holding History

Laffer Tengler Investments’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
2024
Q1 		– Sell
-438
Closed -$51K – 464
2023
Q4 		$51K Hold
438
– – 0.01% 218
2023
Q3 		$45.8K Hold
438
– – 0.01% 236
2023
Q2 		$47.4K Hold
438
– – 0.01% 310
2023
Q1 		$43.8K Hold
438
– – 0.01% 327
2022
Q4 		$40.9K Buy
+438
New +$41.2K 0.01% 322

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SFS
Sharp Financial Services Horsham, Pennsylvania $203M AUM 25.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Laffer Tengler Investments's IYY Position: Q1 2024 in Review

Laffer Tengler Investments sold out of iShares Dow Jones US ETF (IYY) in Q1 2024, closing a stake of 438 shares — an estimated $51K sold.

Laffer Tengler Investments first reported a position in IYY in Q4 2022 and held it in 5 quarters. The position peaked at $51K in Q4 2023. 223 funds tracked by Wall St. Rank hold IYY as of Q1 2024.

  • Laffer Tengler Investments reported no remaining iShares Dow Jones US ETF position as of Q1 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 438 iShares Dow Jones US ETF shares in Q1 2024, an estimated $51K.
  • Laffer Tengler Investments first reported a position in iShares Dow Jones US ETF in Q4 2022 and held it in 5 quarters.
  • Laffer Tengler Investments's iShares Dow Jones US ETF position peaked at $51K in Q4 2023.
  • 223 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2024.

Based on Laffer Tengler Investments's 13F filing for Q1 2024, filed 15 May 2024.