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

Meridian 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
2020
Q3 		– Sell
-4,986
Closed -$381K – 271
2020
Q2 		$381K Sell
4,986
-2,694
-35% -$194K 0.13% 140
2020
Q1 		$484K Buy
+7,680
New +$580K 0.21% 109

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
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Meridian Wealth Management's IYY Position: Q3 2020 in Review

Meridian Wealth Management sold out of iShares Dow Jones US ETF (IYY) in Q3 2020, closing a stake of 4,986 shares — an estimated $381K sold.

Meridian Wealth Management first reported a position in IYY in Q1 2020 and held it in 2 quarters. The position peaked at $484K in Q1 2020. 154 funds tracked by Wall St. Rank hold IYY as of Q3 2020.

  • Meridian Wealth Management reported no remaining iShares Dow Jones US ETF position as of Q3 2020 after selling out during the quarter.
  • Meridian Wealth Management sold 4,986 iShares Dow Jones US ETF shares in Q3 2020, an estimated $381K.
  • Meridian Wealth Management first reported a position in iShares Dow Jones US ETF in Q1 2020 and held it in 2 quarters.
  • Meridian Wealth Management's iShares Dow Jones US ETF position peaked at $484K in Q1 2020.
  • 154 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2020.

Based on Meridian Wealth Management's 13F filing for Q3 2020, filed 9 Oct 2020.