Madden Advisory Services’s iShares Dow Jones US ETF IYY Stock Holding History

Madden Advisory Services’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
2017 Q2	–	Sell	-200	Closed	-$11K	–	170
2017 Q1	$11K	Buy	+200	New	+$11.7K	0.01%	205
2015 Q4	–	Sell	-200	Closed	-$9K	–	189
2015 Q3	$9K	Hold	200	–	–	0.01%	228
2015 Q2	$10K	Buy	+200	New	+$10.6K	0.01%	224

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

Madden Advisory Services's IYY Position: Q2 2017 in Review

Madden Advisory Services sold out of iShares Dow Jones US ETF (IYY) in Q2 2017, closing a stake of 200 shares — an estimated $11K sold.

Madden Advisory Services first reported a position in IYY in Q2 2015 and held it in 3 quarters. The position peaked at $11K in Q1 2017. 113 funds tracked by Wall St. Rank hold IYY as of Q2 2017.

Madden Advisory Services reported no remaining iShares Dow Jones US ETF position as of Q2 2017 after selling out during the quarter.
Madden Advisory Services sold 200 iShares Dow Jones US ETF shares in Q2 2017, an estimated $11K.
Madden Advisory Services first reported a position in iShares Dow Jones US ETF in Q2 2015 and held it in 3 quarters.
Madden Advisory Services's iShares Dow Jones US ETF position peaked at $11K in Q1 2017.
113 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2017.

Based on Madden Advisory Services's 13F filing for Q2 2017, filed 11 Aug 2017.