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

Mission 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
2017 Q4	–	Sell	-4,000	Closed	-$252K	–	236
2017 Q3	$252K	Hold	4,000	–	–	0.05%	161
2017 Q2	$243K	Hold	4,000	–	–	0.05%	165
2017 Q1	$237K	Hold	4,000	–	–	0.05%	160
2016 Q4	$224K	Hold	4,000	–	–	0.04%	160
2016 Q3	$217K	Hold	4,000	–	–	0.05%	153
2016 Q2	$209K	Hold	4,000	–	–	0.06%	146
2016 Q1	$205K	Hold	4,000	–	–	0.06%	146
2015 Q4	$204K	Buy	+4,000	New	+$206K	0.06%	132
2015 Q3	–	Sell	-4,000	Closed	-$210K	–	146
2015 Q2	$210K	Buy	+4,000	New	+$213K	0.07%	127

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

AAC

Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return

Mission Wealth Management's IYY Position: Q4 2017 in Review

Mission Wealth Management sold out of iShares Dow Jones US ETF (IYY) in Q4 2017, closing a stake of 4,000 shares — an estimated $252K sold.

Mission Wealth Management first reported a position in IYY in Q2 2015 and held it in 9 quarters. The position peaked at $252K in Q3 2017. 124 funds tracked by Wall St. Rank hold IYY as of Q4 2017.

Mission Wealth Management reported no remaining iShares Dow Jones US ETF position as of Q4 2017 after selling out during the quarter.
Mission Wealth Management sold 4,000 iShares Dow Jones US ETF shares in Q4 2017, an estimated $252K.
Mission Wealth Management first reported a position in iShares Dow Jones US ETF in Q2 2015 and held it in 9 quarters.
Mission Wealth Management's iShares Dow Jones US ETF position peaked at $252K in Q3 2017.
124 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2017.

Based on Mission Wealth Management's 13F filing for Q4 2017, filed 9 Feb 2018.