Personal Capital Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Personal Capital Advisors’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
2022 Q2	–	Sell	-3,689	Closed	-$411K	–	464
2022 Q1	$411K	Sell	3,689 -2	-0.1%	-$220	﹤0.01%	334
2021 Q4	$435K	Buy	3,691 +2	+0.1%	+$230	﹤0.01%	363
2021 Q3	$398K	Buy	+3,689	New	+$409K	﹤0.01%	345
2020 Q2	–	Sell	-3,638	Closed	-$229K	–	369
2020 Q1	$229K	Hold	3,638	–	–	﹤0.01%	318
2019 Q4	$290K	Hold	3,638	–	–	﹤0.01%	331
2019 Q3	$268K	Hold	3,638	–	–	﹤0.01%	306
2019 Q2	$266K	Buy	3,638 +348	+11%	+$25K	﹤0.01%	283
2019 Q1	$232K	Buy	+3,290	New	+$223K	﹤0.01%	302

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return

Personal Capital Advisors's IYY Position: Q2 2022 in Review

Personal Capital Advisors sold out of iShares Dow Jones US ETF (IYY) in Q2 2022, closing a stake of 3,689 shares — an estimated $411K sold.

Personal Capital Advisors first reported a position in IYY in Q1 2019 and held it in 8 quarters. The position peaked at $435K in Q4 2021. 188 funds tracked by Wall St. Rank hold IYY as of Q2 2022.

Personal Capital Advisors reported no remaining iShares Dow Jones US ETF position as of Q2 2022 after selling out during the quarter.
Personal Capital Advisors sold 3,689 iShares Dow Jones US ETF shares in Q2 2022, an estimated $411K.
Personal Capital Advisors first reported a position in iShares Dow Jones US ETF in Q1 2019 and held it in 8 quarters.
Personal Capital Advisors's iShares Dow Jones US ETF position peaked at $435K in Q4 2021.
188 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2022.

Based on Personal Capital Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.