Pinnacle Private Wealth’s iShares Dow Jones US ETF IYY Stock Holding History

Pinnacle Private Wealth’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	$2.01M	Buy	21,766 +5,374	+33%	+$540K	0.79%	24
2022 Q1	$1.82M	Buy	16,392 +2,862	+21%	+$314K	0.57%	38
2021 Q4	$1.59M	Buy	+13,530	New	+$1.55M	0.5%	45

Other funds holding IYY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return

Pinnacle Private Wealth's IYY Position: Q2 2022 in Review

Pinnacle Private Wealth increased its iShares Dow Jones US ETF (IYY) stake by 33% in Q2 2022, buying an estimated $540K and bringing the position to 21,766 shares worth $2.01M. The position accounts for 0.79% of the portfolio, ranked #24.

Pinnacle Private Wealth first reported a position in IYY in Q4 2021 and has held it in 3 quarters since. 189 funds tracked by Wall St. Rank hold IYY as of Q2 2022.

Pinnacle Private Wealth held 21,766 shares of iShares Dow Jones US ETF worth $2.01M as of Q2 2022.
Pinnacle Private Wealth bought 5,374 iShares Dow Jones US ETF shares in Q2 2022, an estimated $540K.
iShares Dow Jones US ETF made up 0.79% of Pinnacle Private Wealth's portfolio in Q2 2022, its #24 holding.
Pinnacle Private Wealth first reported a position in iShares Dow Jones US ETF in Q4 2021 and has held it in 3 quarters since.
189 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.