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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Lineweaver Wealth Advisors's IYY Position: Q2 2023 in Review

Lineweaver Wealth Advisors sold out of iShares Dow Jones US ETF (IYY) in Q2 2023, closing a stake of 2,038 shares — an estimated $204K sold.

Lineweaver Wealth Advisors first reported a position in IYY in Q1 2021 and held it in 9 quarters. The position peaked at $367K in Q4 2021. 200 funds tracked by Wall St. Rank hold IYY as of Q2 2023.

Lineweaver Wealth Advisors reported no remaining iShares Dow Jones US ETF position as of Q2 2023 after selling out during the quarter.
Lineweaver Wealth Advisors sold 2,038 iShares Dow Jones US ETF shares in Q2 2023, an estimated $204K.
Lineweaver Wealth Advisors first reported a position in iShares Dow Jones US ETF in Q1 2021 and held it in 9 quarters.
Lineweaver Wealth Advisors's iShares Dow Jones US ETF position peaked at $367K in Q4 2021.
200 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2023.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.