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MSI Financial Services’s iShares Dow Jones US ETF IYY Stock Holding History

MSI Financial 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
2016
Q4 		$716K Buy
12,792
+1,866
+17% +$102K 0.02% 566
2016
Q3 		$593K Sell
10,926
-796
-7% -$43K 0.02% 611
2016
Q2 		$613K Buy
11,722
+5,034
+75% +$261K 0.02% 567
2016
Q1 		$343K Sell
6,688
-774
-10% -$37.6K 0.01% 741
2015
Q4 		$380K Buy
7,462
+2,856
+62% +$147K 0.02% 653
2015
Q3 		$222K Sell
4,606
-2,526
-35% -$129K 0.02% 619
2015
Q2 		$372K Sell
7,132
-420
-6% -$22.3K 0.03% 522
2015
Q1 		$396K Buy
7,552
+2,002
+36% +$104K 0.03% 526
2014
Q4 		$287K Buy
5,550
+928
+20% +$46.9K 0.03% 484
2014
Q3 		$229K Buy
4,622
+378
+9% +$18.9K 0.03% 545
2014
Q2 		$210K Sell
4,244
-5,450
-56% -$262K 0.03% 556
2014
Q1 		$460K Sell
9,694
-290
-3% -$13.5K 0.07% 325
2013
Q4 		$466K Buy
9,984
+1,218
+14% +$54.5K 0.07% 299
2013
Q3 		$374K Buy
8,766
+892
+11% +$37.8K 0.07% 304
2013
Q2 		$318K Buy
+7,874
New +$319K 0.06% 308

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AAC
Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return

MSI Financial Services's IYY Position: Q4 2016 in Review

MSI Financial Services increased its iShares Dow Jones US ETF (IYY) stake by 17% in Q4 2016, buying an estimated $102K and bringing the position to 12,792 shares worth $716K. The position accounts for 0.02% of the portfolio, ranked #566.

MSI Financial Services first reported a position in IYY in Q2 2013 and has held it in 15 quarters since. 107 funds tracked by Wall St. Rank hold IYY as of Q4 2016.

  • MSI Financial Services held 12,792 shares of iShares Dow Jones US ETF worth $716K as of Q4 2016.
  • MSI Financial Services bought 1,866 iShares Dow Jones US ETF shares in Q4 2016, an estimated $102K.
  • iShares Dow Jones US ETF made up 0.02% of MSI Financial Services's portfolio in Q4 2016, its #566 holding.
  • MSI Financial Services first reported a position in iShares Dow Jones US ETF in Q2 2013 and has held it in 15 quarters since.
  • 107 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.