Oliver Lagore Vanvalin Investment Group’s iShares Dow Jones US ETF IYY Stock Holding History

Oliver Lagore Vanvalin Investment 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
2023 Q2	–	Sell	-300	Closed	-$30K	–	817
2023 Q1	$30K	Hold	300	–	–	0.01%	242
2022 Q4	$28K	Sell	300 -300	-50%	-$28.2K	0.02%	230
2022 Q3	$53K	Sell	600 -200	-25%	-$19.5K	0.03%	163
2022 Q2	$74K	Hold	800	–	–	0.04%	146
2022 Q1	$89K	Buy	+800	New	+$87.9K	0.06%	139

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's IYY Position: Q2 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of iShares Dow Jones US ETF (IYY) in Q2 2023, closing a stake of 300 shares — an estimated $30K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in IYY in Q1 2022 and held it in 5 quarters. The position peaked at $89K in Q1 2022. 199 funds tracked by Wall St. Rank hold IYY as of Q2 2023.

Oliver Lagore Vanvalin Investment Group reported no remaining iShares Dow Jones US ETF position as of Q2 2023 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 300 iShares Dow Jones US ETF shares in Q2 2023, an estimated $30K.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares Dow Jones US ETF in Q1 2022 and held it in 5 quarters.
Oliver Lagore Vanvalin Investment Group's iShares Dow Jones US ETF position peaked at $89K in Q1 2022.
199 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2023, filed 8 Aug 2023.