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Next Financial Group’s iShares Dow Jones US ETF IYY Stock Holding History

Next Financial 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
2021
Q4 		$14K Hold
120
– – ﹤0.01% 2044
2021
Q3 		$13K Hold
120
– – ﹤0.01% 1957
2021
Q2 		$13K Hold
120
– – ﹤0.01% 1896
2021
Q1 		$12K Hold
120
– – ﹤0.01% 1830
2020
Q4 		$11K Hold
120
– – ﹤0.01% 1749
2020
Q3 		$10K Buy
+120
New +$9.87K ﹤0.01% 1634
2020
Q2 		– Sell
-120
Closed -$8K – 1254
2020
Q1 		$8K Sell
120
-340
-74% -$25.7K ﹤0.01% 1591
2019
Q4 		$37K Sell
460
-66
-13% -$5.05K ﹤0.01% 1313
2019
Q3 		$39K Buy
526
+6
+1% +$441 ﹤0.01% 1215
2019
Q2 		$38K Sell
520
-160
-24% -$11.5K ﹤0.01% 1251
2019
Q1 		$48K Hold
680
– – 0.01% 743
2018
Q4 		$42K Hold
680
– – 0.01% 855
2018
Q3 		$49K Buy
+680
New +$48.6K 0.02% 551
2017
Q4 		– Sell
-1,280
Closed -$82K – 846
2017
Q3 		$82K Buy
1,280
+320
+33% +$19.8K 0.02% 554
2017
Q2 		$58K Hold
960
– – 0.01% 732
2017
Q1 		$57K Sell
960
-8,160
-89% -$476K 0.02% 671
2016
Q4 		$511K Hold
9,120
– – 0.09% 253
2016
Q3 		$495K Buy
9,120
+8,160
+850% +$441K 0.09% 245
2016
Q2 		$50K Hold
960
– – 0.02% 653
2016
Q1 		$49K Buy
960
+250
+35% +$12.1K 0.02% 629
2015
Q4 		$36K Hold
710
– – 0.01% 731
2015
Q3 		$34K Buy
710
+110
+18% +$5.63K 0.01% 767
2015
Q2 		$31K Hold
600
– – 0.01% 835
2015
Q1 		$31K Hold
600
– – 0.01% 829
2014
Q4 		$31K Sell
600
-7,706
-93% -$390K 0.01% 820
2014
Q3 		$412K Buy
+8,306
New +$414K 0.08% 277

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
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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Next Financial Group's IYY Position: Q4 2021 in Review

Next Financial Group held its iShares Dow Jones US ETF (IYY) position steady in Q4 2021 at 120 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #2044.

Next Financial Group first reported a position in IYY in Q3 2014 and has held it in 26 quarters since. The position peaked at $511K in Q4 2016. 211 funds tracked by Wall St. Rank hold IYY as of Q4 2021.

  • Next Financial Group held 120 shares of iShares Dow Jones US ETF worth $14K as of Q4 2021.
  • Next Financial Group left its iShares Dow Jones US ETF share count unchanged in Q4 2021.
  • iShares Dow Jones US ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2044 holding.
  • Next Financial Group first reported a position in iShares Dow Jones US ETF in Q3 2014 and has held it in 26 quarters since.
  • Next Financial Group's iShares Dow Jones US ETF position peaked at $511K in Q4 2016.
  • 211 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.