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Laird Norton Wetherby Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

Laird Norton Wetherby 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
2015
Q3 		– Sell
-104
Closed -$5K – 475
2015
Q2 		$5K Buy
+104
New +$5.53K ﹤0.01% 493

Other funds holding IYY

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Laird Norton Wetherby Wealth Management's IYY Position: Q3 2015 in Review

Laird Norton Wetherby Wealth Management sold out of iShares Dow Jones US ETF (IYY) in Q3 2015, closing a stake of 104 shares — an estimated $5K sold.

Laird Norton Wetherby Wealth Management first reported a position in IYY in Q2 2015 and held it in 1 quarter. The position peaked at $5K in Q2 2015. 98 funds tracked by Wall St. Rank hold IYY as of Q3 2015.

  • Laird Norton Wetherby Wealth Management reported no remaining iShares Dow Jones US ETF position as of Q3 2015 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 104 iShares Dow Jones US ETF shares in Q3 2015, an estimated $5K.
  • Laird Norton Wetherby Wealth Management first reported a position in iShares Dow Jones US ETF in Q2 2015 and held it in 1 quarter.
  • Laird Norton Wetherby Wealth Management's iShares Dow Jones US ETF position peaked at $5K in Q2 2015.
  • 98 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2015.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2015, filed 12 Nov 2015.