Principal Financial Group
IYY icon

Principal Financial Group’s iShares Dow Jones US ETF IYY Stock Holding History

Principal Financial Group’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
2014
Q2 		– Sell
-27,180
Closed -$1.29M – 2267
2014
Q1 		$1.29M Sell
27,180
-3,020
-10% -$141K ﹤0.01% 1742
2013
Q4 		$1.41M Hold
30,200
– – ﹤0.01% 1731
2013
Q3 		$1.29M Sell
30,200
-2,800
-8% -$119K ﹤0.01% 1712
2013
Q2 		$1.33M Buy
+33,000
New +$1.34M ﹤0.01% 1672

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Financial Group's IYY Position: Q2 2014 in Review

Principal Financial Group sold out of iShares Dow Jones US ETF (IYY) in Q2 2014, closing a stake of 27,180 shares — an estimated $1.29M sold.

Principal Financial Group first reported a position in IYY in Q2 2013 and held it in 4 quarters. The position peaked at $1.41M in Q4 2013. 92 funds tracked by Wall St. Rank hold IYY as of Q2 2014.

  • Principal Financial Group reported no remaining iShares Dow Jones US ETF position as of Q2 2014 after selling out during the quarter.
  • Principal Financial Group sold 27,180 iShares Dow Jones US ETF shares in Q2 2014, an estimated $1.29M.
  • Principal Financial Group first reported a position in iShares Dow Jones US ETF in Q2 2013 and held it in 4 quarters.
  • Principal Financial Group's iShares Dow Jones US ETF position peaked at $1.41M in Q4 2013.
  • 92 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2014.

Based on Principal Financial Group's 13F filing for Q2 2014, filed 12 Aug 2014.