Rehmann Capital Advisory Group’s iShares Dow Jones US ETF IYY Stock Holding History

Rehmann Capital Advisory 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
2019 Q2	–	Sell	-240	Closed	-$17K	–	2104
2019 Q1	$17K	Buy	+240	New	+$16.3K	﹤0.01%	1169
2018 Q4	–	Sell	-238	Closed	-$17.3K	–	2006
2018 Q3	$17.3K	Hold	238	–	–	﹤0.01%	1167
2018 Q2	$16.2K	Sell	238 -324	-58%	-$22K	﹤0.01%	1170
2018 Q1	$37K	Buy	+562	New	+$38.4K	0.01%	870

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

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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return

Rehmann Capital Advisory Group's IYY Position: Q2 2019 in Review

Rehmann Capital Advisory Group sold out of iShares Dow Jones US ETF (IYY) in Q2 2019, closing a stake of 240 shares — an estimated $17K sold.

Rehmann Capital Advisory Group first reported a position in IYY in Q1 2018 and held it in 4 quarters. The position peaked at $37K in Q1 2018. 149 funds tracked by Wall St. Rank hold IYY as of Q2 2019.

Rehmann Capital Advisory Group reported no remaining iShares Dow Jones US ETF position as of Q2 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 240 iShares Dow Jones US ETF shares in Q2 2019, an estimated $17K.
Rehmann Capital Advisory Group first reported a position in iShares Dow Jones US ETF in Q1 2018 and held it in 4 quarters.
Rehmann Capital Advisory Group's iShares Dow Jones US ETF position peaked at $37K in Q1 2018.
149 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2019, filed 27 Aug 2019.