PWS
IYY icon

Paragon Wealth Strategies’s iShares Dow Jones US ETF IYY Stock Holding History

Paragon Wealth Strategies’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
Q3 		– Sell
-295
Closed -$32K – 165
2021
Q2 		$32K Buy
+295
New +$31K 0.01% 102

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

Paragon Wealth Strategies's IYY Position: Q3 2021 in Review

Paragon Wealth Strategies sold out of iShares Dow Jones US ETF (IYY) in Q3 2021, closing a stake of 295 shares — an estimated $32K sold.

Paragon Wealth Strategies first reported a position in IYY in Q2 2021 and held it in 1 quarter. The position peaked at $32K in Q2 2021. 186 funds tracked by Wall St. Rank hold IYY as of Q3 2021.

  • Paragon Wealth Strategies reported no remaining iShares Dow Jones US ETF position as of Q3 2021 after selling out during the quarter.
  • Paragon Wealth Strategies sold 295 iShares Dow Jones US ETF shares in Q3 2021, an estimated $32K.
  • Paragon Wealth Strategies first reported a position in iShares Dow Jones US ETF in Q2 2021 and held it in 1 quarter.
  • Paragon Wealth Strategies's iShares Dow Jones US ETF position peaked at $32K in Q2 2021.
  • 186 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2021.

Based on Paragon Wealth Strategies's 13F filing for Q3 2021, filed 29 Oct 2021.