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Raab & Moskowitz Asset Management’s iShares Dow Jones US ETF IYY Stock Holding History

Raab & Moskowitz Asset Management’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
2020
Q1 		– Sell
-130
Closed -$10K – 338
2019
Q4 		$10K Buy
+130
New +$9.94K ﹤0.01% 405
2018
Q4 		– Sell
-130
Closed -$9K – 343
2018
Q3 		$9K Buy
+130
New +$9.29K ﹤0.01% 415
2015
Q1 		– Sell
-170
Closed -$9K – 258
2014
Q4 		$9K Buy
+170
New +$8.6K 0.01% 346

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raab & Moskowitz Asset Management's IYY Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of iShares Dow Jones US ETF (IYY) in Q1 2020, closing a stake of 130 shares — an estimated $10K sold.

Raab & Moskowitz Asset Management first reported a position in IYY in Q4 2014 and held it in 3 quarters. The position peaked at $10K in Q4 2019. 147 funds tracked by Wall St. Rank hold IYY as of Q1 2020.

  • Raab & Moskowitz Asset Management reported no remaining iShares Dow Jones US ETF position as of Q1 2020 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 130 iShares Dow Jones US ETF shares in Q1 2020, an estimated $10K.
  • Raab & Moskowitz Asset Management first reported a position in iShares Dow Jones US ETF in Q4 2014 and held it in 3 quarters.
  • Raab & Moskowitz Asset Management's iShares Dow Jones US ETF position peaked at $10K in Q4 2019.
  • 147 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.