PFS
IYY icon

Prospera Financial Services’s iShares Dow Jones US ETF IYY Stock Holding History

Prospera Financial Services’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 		– Sell
-255
Closed -$28K – 2131
2022
Q1 		$28K Buy
+255
New +$28K ﹤0.01% 1608
2020
Q4 		– Sell
-336
Closed -$28K – 1117
2020
Q3 		$28K Buy
+336
New +$27.6K 0.01% 798
2017
Q1 		– Sell
-21,454
Closed -$1.22M – 405
2016
Q4 		$1.22M Sell
21,454
-22
-0.1% -$1.21K 0.24% 80
2016
Q3 		$1.17M Buy
21,476
+156
+0.7% +$8.44K 0.23% 82
2016
Q2 		$1.11M Sell
21,320
-2,308
-10% -$119K 0.23% 85
2016
Q1 		$1.21M Buy
23,628
+1,988
+9% +$96.5K 0.27% 64
2015
Q4 		$1.1M Buy
21,640
+2,112
+11% +$109K 0.24% 64
2015
Q3 		$942K Sell
19,528
-1,496
-7% -$76.6K 0.24% 60
2015
Q2 		$1.1M Buy
21,024
+9,706
+86% +$516K 0.26% 69
2015
Q1 		$593K Buy
11,318
+2,472
+28% +$129K 0.13% 112
2014
Q4 		$458K Buy
8,846
+678
+8% +$34.3K 0.11% 140
2014
Q3 		$405K Buy
8,168
+1,046
+15% +$52.2K 0.11% 150
2014
Q2 		$353K Buy
7,122
+810
+13% +$38.9K 0.1% 172
2014
Q1 		$299K Buy
6,312
+1,182
+23% +$55K 0.09% 169
2013
Q4 		$239K Buy
+5,130
New +$230K 0.08% 200

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return

Prospera Financial Services's IYY Position: Q2 2022 in Review

Prospera Financial Services sold out of iShares Dow Jones US ETF (IYY) in Q2 2022, closing a stake of 255 shares — an estimated $28K sold.

Prospera Financial Services first reported a position in IYY in Q4 2013 and held it in 15 quarters. The position peaked at $1.22M in Q4 2016. 188 funds tracked by Wall St. Rank hold IYY as of Q2 2022.

  • Prospera Financial Services reported no remaining iShares Dow Jones US ETF position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 255 iShares Dow Jones US ETF shares in Q2 2022, an estimated $28K.
  • Prospera Financial Services first reported a position in iShares Dow Jones US ETF in Q4 2013 and held it in 15 quarters.
  • Prospera Financial Services's iShares Dow Jones US ETF position peaked at $1.22M in Q4 2016.
  • 188 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.