Mid Atlantic Financial Management’s iShares Dow Jones US ETF IYY Stock Holding History

Mid Atlantic Financial 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
2021 Q3	$458K	Buy	4,243 +1	+0%	+$111	0.03%	482
2021 Q2	$458K	Buy	4,242 +61	+1%	+$6.41K	0.03%	498
2021 Q1	$417K	Sell	4,181 -29	-0.7%	-$2.83K	0.03%	495
2020 Q4	$397K	Buy	4,210 +4	+0.1%	+$356	0.03%	465
2020 Q3	$371K	Buy	4,206 +4	+0.1%	+$329	0.03%	439
2020 Q2	$322K	Buy	4,202 +512	+14%	+$36.9K	0.03%	462
2020 Q1	$233K	Buy	3,690 +2	+0.1%	+$151	0.03%	520
2019 Q4	$294K	Sell	3,688 -464	-11%	-$35.5K	0.03%	532
2019 Q3	$306K	Buy	4,152 +250	+6%	+$18.4K	0.03%	496
2019 Q2	$285K	Buy	3,902 +522	+15%	+$37.5K	0.03%	537
2019 Q1	$239K	Buy	3,380 +2	+0.1%	+$136	0.03%	577
2018 Q4	$210K	Buy	+3,378	New	+$227K	0.03%	581

Other funds holding IYY

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mid Atlantic Financial Management's IYY Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its iShares Dow Jones US ETF (IYY) stake by 0.02% in Q3 2021, buying an estimated $111 and bringing the position to 4,243 shares worth $458K. The position accounts for 0.03% of the portfolio, ranked #482.

Mid Atlantic Financial Management first reported a position in IYY in Q4 2018 and has held it in 12 quarters since. 186 funds tracked by Wall St. Rank hold IYY as of Q3 2021.

Mid Atlantic Financial Management held 4,243 shares of iShares Dow Jones US ETF worth $458K as of Q3 2021.
Mid Atlantic Financial Management bought 1 iShares Dow Jones US ETF share in Q3 2021, an estimated $111.
iShares Dow Jones US ETF made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #482 holding.
Mid Atlantic Financial Management first reported a position in iShares Dow Jones US ETF in Q4 2018 and has held it in 12 quarters since.
186 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.