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

Liberty 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
2021 Q4	–	Sell	-472	Closed	-$51K	–	654
2021 Q3	$51K	Hold	472	–	–	0.02%	421
2021 Q2	$51K	Hold	472	–	–	0.02%	313
2021 Q1	$44K	Hold	472	–	–	0.02%	302
2020 Q4	$44K	Hold	472	–	–	0.02%	299
2020 Q3	$39K	Hold	472	–	–	0.02%	271
2020 Q2	$36K	Hold	472	–	–	0.03%	271
2020 Q1	$30K	Hold	472	–	–	0.03%	286
2019 Q4	$38K	Hold	472	–	–	0.03%	303
2019 Q3	$35K	Hold	472	–	–	0.03%	300
2019 Q2	$34K	Hold	472	–	–	0.03%	313
2019 Q1	$33K	Hold	472	–	–	0.02%	269
2018 Q4	$29K	Buy	+472	New	+$31.7K	0.02%	275

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Liberty Wealth Management's IYY Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares Dow Jones US ETF (IYY) in Q4 2021, closing a stake of 472 shares — an estimated $51K sold.

Liberty Wealth Management first reported a position in IYY in Q4 2018 and held it in 12 quarters. The position peaked at $51K in Q3 2021. 211 funds tracked by Wall St. Rank hold IYY as of Q4 2021.

Liberty Wealth Management reported no remaining iShares Dow Jones US ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 472 iShares Dow Jones US ETF shares in Q4 2021, an estimated $51K.
Liberty Wealth Management first reported a position in iShares Dow Jones US ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's iShares Dow Jones US ETF position peaked at $51K in Q3 2021.
211 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.