Reilly Financial Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Reilly Financial Advisors’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
2021 Q4	$14K	Hold	120	–	–	﹤0.01%	638
2021 Q3	$13K	Hold	120	–	–	﹤0.01%	613
2021 Q2	$13K	Hold	120	–	–	﹤0.01%	644
2021 Q1	$12K	Hold	120	–	–	﹤0.01%	660
2020 Q4	$11K	Hold	120	–	–	﹤0.01%	607
2020 Q3	$10K	Hold	120	–	–	﹤0.01%	566
2020 Q2	$9K	Hold	120	–	–	﹤0.01%	604
2020 Q1	$8K	Hold	120	–	–	﹤0.01%	590
2019 Q4	$10K	Hold	120	–	–	﹤0.01%	626
2019 Q3	$9K	Hold	120	–	–	﹤0.01%	648
2019 Q2	$9K	Hold	120	–	–	﹤0.01%	695
2019 Q1	$8K	Hold	120	–	–	﹤0.01%	727
2018 Q4	$7K	Hold	120	–	–	﹤0.01%	705
2018 Q3	$9K	Hold	120	–	–	﹤0.01%	728
2018 Q2	$8K	Hold	120	–	–	﹤0.01%	722
2018 Q1	$8K	Hold	120	–	–	﹤0.01%	697
2017 Q4	$8K	Hold	120	–	–	﹤0.01%	698
2017 Q3	$8K	Hold	120	–	–	﹤0.01%	674
2017 Q2	$7K	Hold	120	–	–	﹤0.01%	720
2017 Q1	$7K	Hold	120	–	–	﹤0.01%	678
2016 Q4	$7K	Hold	120	–	–	﹤0.01%	612
2016 Q3	$7K	Hold	120	–	–	﹤0.01%	591
2016 Q2	$6K	Hold	120	–	–	﹤0.01%	572
2016 Q1	$6K	Hold	120	–	–	﹤0.01%	867
2015 Q4	$6K	Hold	120	–	–	﹤0.01%	894
2015 Q3	$6K	Hold	120	–	–	﹤0.01%	913
2015 Q2	$6K	Hold	120	–	–	﹤0.01%	1014
2015 Q1	$6K	Hold	120	–	–	﹤0.01%	976
2014 Q4	$6K	Sell	120 -150	-56%	-$7.58K	﹤0.01%	596
2014 Q3	$13K	Sell	270 -170	-39%	-$8.48K	﹤0.01%	471
2014 Q2	$22K	Sell	440 -100	-19%	-$4.81K	0.01%	396
2014 Q1	$26K	Sell	540 -270	-33%	-$12.6K	0.01%	377
2013 Q4	$38K	Hold	810	–	–	0.01%	288
2013 Q3	$35K	Hold	810	–	–	0.01%	266
2013 Q2	$33K	Buy	+810	New	+$32.9K	0.01%	280

Other funds holding IYY

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Reilly Financial Advisors's IYY Position: Q4 2021 in Review

Reilly Financial Advisors held its iShares Dow Jones US ETF (IYY) position steady in Q4 2021 at 120 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Reilly Financial Advisors first reported a position in IYY in Q2 2013 and has held it in 35 quarters since. The position peaked at $38K in Q4 2013. 211 funds tracked by Wall St. Rank hold IYY as of Q4 2021.

Reilly Financial Advisors held 120 shares of iShares Dow Jones US ETF worth $14K as of Q4 2021.
Reilly Financial Advisors left its iShares Dow Jones US ETF share count unchanged in Q4 2021.
iShares Dow Jones US ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #638 holding.
Reilly Financial Advisors first reported a position in iShares Dow Jones US ETF in Q2 2013 and has held it in 35 quarters since.
Reilly Financial Advisors's iShares Dow Jones US ETF position peaked at $38K in Q4 2013.
211 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.