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Mayflower Financial Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Mayflower Financial 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
2022
Q1 		– Sell
-1,809
Closed -$213K – 370
2021
Q4 		$213K Hold
1,809
– – 0.03% 309
2021
Q3 		$205K Sell
1,809
-430
-19% -$47.7K 0.03% 315
2021
Q2 		$242K Hold
2,239
– – 0.03% 279
2021
Q1 		$224K Sell
2,239
-95
-4% -$9.27K 0.03% 269
2020
Q4 		$220K Buy
+2,334
New +$208K 0.04% 246

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mayflower Financial Advisors's IYY Position: Q1 2022 in Review

Mayflower Financial Advisors sold out of iShares Dow Jones US ETF (IYY) in Q1 2022, closing a stake of 1,809 shares — an estimated $213K sold.

Mayflower Financial Advisors first reported a position in IYY in Q4 2020 and held it in 5 quarters. The position peaked at $242K in Q2 2021. 197 funds tracked by Wall St. Rank hold IYY as of Q1 2022.

  • Mayflower Financial Advisors reported no remaining iShares Dow Jones US ETF position as of Q1 2022 after selling out during the quarter.
  • Mayflower Financial Advisors sold 1,809 iShares Dow Jones US ETF shares in Q1 2022, an estimated $213K.
  • Mayflower Financial Advisors first reported a position in iShares Dow Jones US ETF in Q4 2020 and held it in 5 quarters.
  • Mayflower Financial Advisors's iShares Dow Jones US ETF position peaked at $242K in Q2 2021.
  • 197 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2022.

Based on Mayflower Financial Advisors's 13F filing for Q1 2022, filed 21 Apr 2022.