Proficio Capital Partners’s iShares Dow Jones US ETF IYY Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-2,000	Closed	-$146K	–	834
2019 Q2	$146K	Hold	2,000	–	–	0.05%	166
2019 Q1	$141K	Hold	2,000	–	–	0.05%	161
2018 Q4	$124K	Hold	2,000	–	–	0.06%	148
2018 Q3	$146K	Hold	2,000	–	–	0.05%	160
2018 Q2	$136K	Hold	2,000	–	–	0.06%	168
2018 Q1	$132K	Hold	2,000	–	–	0.04%	174
2017 Q4	$134K	Hold	2,000	–	–	0.04%	169
2017 Q3	$126K	Hold	2,000	–	–	0.05%	216
2017 Q2	$124K	Hold	2,000	–	–	0.05%	221
2017 Q1	$120K	Hold	2,000	–	–	0.05%	220
2016 Q4	$112K	Hold	2,000	–	–	0.05%	171
2016 Q3	$109K	Hold	2,000	–	–	0.06%	171
2016 Q2	$108K	Hold	2,000	–	–	0.07%	170
2016 Q1	$103K	Buy	+2,000	New	+$97.1K	0.09%	137

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Proficio Capital Partners's IYY Position: Q3 2019 in Review

Proficio Capital Partners sold out of iShares Dow Jones US ETF (IYY) in Q3 2019, closing a stake of 2,000 shares — an estimated $146K sold.

Proficio Capital Partners first reported a position in IYY in Q1 2016 and held it in 14 quarters. The position peaked at $146K in Q2 2019. 146 funds tracked by Wall St. Rank hold IYY as of Q3 2019.

Proficio Capital Partners reported no remaining iShares Dow Jones US ETF position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 2,000 iShares Dow Jones US ETF shares in Q3 2019, an estimated $146K.
Proficio Capital Partners first reported a position in iShares Dow Jones US ETF in Q1 2016 and held it in 14 quarters.
Proficio Capital Partners's iShares Dow Jones US ETF position peaked at $146K in Q2 2019.
146 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.