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

Pinnacle Wealth 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
2021 Q2	$635K	Buy	+5,884	New	+$618K	0.03%	247

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Pinnacle Wealth Advisors's IYY Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in iShares Dow Jones US ETF (IYY) in Q2 2021: 5,884 shares worth $635K. The stake represents 0.03% of the portfolio and ranks #247 among its holdings.

182 funds tracked by Wall St. Rank hold IYY as of Q2 2021.

Pinnacle Wealth Advisors held 5,884 shares of iShares Dow Jones US ETF worth $635K as of Q2 2021.
iShares Dow Jones US ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares Dow Jones US ETF made up 0.03% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #247 holding.
182 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.