Nalls Sherbakoff Group’s iShares Dow Jones US ETF IYY Stock Holding History

Nalls Sherbakoff Group’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
2018 Q4	$62K	Buy	+1,000	New	+$67.3K	0.1%	120

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

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Nalls Sherbakoff Group's IYY Position: Q4 2018 in Review

Nalls Sherbakoff Group opened a new position in iShares Dow Jones US ETF (IYY) in Q4 2018: 1,000 shares worth $62K. The stake represents 0.1% of the portfolio and ranks #120 among its holdings.

137 funds tracked by Wall St. Rank hold IYY as of Q4 2018.

Nalls Sherbakoff Group held 1,000 shares of iShares Dow Jones US ETF worth $62K as of Q4 2018.
iShares Dow Jones US ETF was a new Nalls Sherbakoff Group position in Q4 2018.
iShares Dow Jones US ETF made up 0.1% of Nalls Sherbakoff Group's portfolio in Q4 2018, its #120 holding.
137 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2018.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2018, filed 13 Feb 2019.