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

Lineweaver Wealth 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
2023 Q2	–	Sell	-2,038	Closed	-$204K	–	128
2023 Q1	$204K	Sell	2,038 -654	-24%	-$64K	0.06%	123
2022 Q4	$252K	Sell	2,692 -132	-5%	-$12.4K	0.08%	112
2022 Q3	$247K	Sell	2,824 -155	-5%	-$15.1K	0.08%	114
2022 Q2	$275K	Sell	2,979 -142	-5%	-$14.3K	0.09%	108
2022 Q1	$347K	Buy	3,121 +6	+0.2%	+$659	0.1%	107
2021 Q4	$367K	Sell	3,115 -94	-3%	-$10.8K	0.11%	102
2021 Q3	$346K	Buy	3,209 +7	+0.2%	+$776	0.11%	98
2021 Q2	$345K	Buy	3,202 +369	+13%	+$38.8K	0.11%	91
2021 Q1	$282K	Buy	+2,833	New	+$277K	0.1%	93

Other funds holding IYY

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

LPL Financial San Diego, California $376B 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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return