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Powell Investment Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Powell Investment 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
Q3 		– Sell
-1,618
Closed -$149K – 134
2022
Q2 		$149K Buy
1,618
+520
+47% +$52.2K 0.09% 110
2022
Q1 		$122K Sell
1,098
-52
-5% -$5.71K 0.07% 112
2021
Q4 		$136K Hold
1,150
– – 0.08% 113
2021
Q3 		$124K Hold
1,150
– – 0.08% 110
2021
Q2 		$124K Hold
1,150
– – 0.08% 107
2021
Q1 		$115K Buy
1,150
+300
+35% +$29.3K 0.08% 106
2020
Q4 		$80K Buy
+850
New +$75.6K 0.06% 98

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Powell Investment Advisors's IYY Position: Q3 2022 in Review

Powell Investment Advisors sold out of iShares Dow Jones US ETF (IYY) in Q3 2022, closing a stake of 1,618 shares — an estimated $149K sold.

Powell Investment Advisors first reported a position in IYY in Q4 2020 and held it in 7 quarters. The position peaked at $149K in Q2 2022. 189 funds tracked by Wall St. Rank hold IYY as of Q3 2022.

  • Powell Investment Advisors reported no remaining iShares Dow Jones US ETF position as of Q3 2022 after selling out during the quarter.
  • Powell Investment Advisors sold 1,618 iShares Dow Jones US ETF shares in Q3 2022, an estimated $149K.
  • Powell Investment Advisors first reported a position in iShares Dow Jones US ETF in Q4 2020 and held it in 7 quarters.
  • Powell Investment Advisors's iShares Dow Jones US ETF position peaked at $149K in Q2 2022.
  • 189 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2022.

Based on Powell Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.