PCA Investment Advisory Services’s iShares Dow Jones US ETF IYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-825
Closed -$89.4K 273
2023
Q2
$89.4K Buy
+825
New +$84.4K 0.05% 209

Other funds holding IYY

PCA Investment Advisory Services's IYY Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of iShares Dow Jones US ETF (IYY) in Q3 2023, closing a stake of 825 shares — an estimated $89.4K sold.

PCA Investment Advisory Services first reported a position in IYY in Q2 2023 and held it in 1 quarter. The position peaked at $89.4K in Q2 2023. 204 funds tracked by Wall St. Rank hold IYY as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining iShares Dow Jones US ETF position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 825 iShares Dow Jones US ETF shares in Q3 2023, an estimated $89.4K.
  • PCA Investment Advisory Services first reported a position in iShares Dow Jones US ETF in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's iShares Dow Jones US ETF position peaked at $89.4K in Q2 2023.
  • 204 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.