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Retirement Group’s iShares Dow Jones US ETF IYY Stock Holding History

Retirement 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
2024
Q1 		$23.7K Hold
185
– – 0.01% 338
2023
Q4 		$21.6K Hold
185
– – 0.01% 332
2023
Q3 		$19.3K Hold
185
– – 0.01% 321
2023
Q2 		$20K Buy
+185
New +$18.9K 0.01% 317

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
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
SFS
Sharp Financial Services Horsham, Pennsylvania $203M AUM 25.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Group's IYY Position: Q1 2024 in Review

Retirement Group held its iShares Dow Jones US ETF (IYY) position steady in Q1 2024 at 185 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #338.

Retirement Group first reported a position in IYY in Q2 2023 and has held it in 4 quarters since. 223 funds tracked by Wall St. Rank hold IYY as of Q1 2024.

  • Retirement Group held 185 shares of iShares Dow Jones US ETF worth $23.7K as of Q1 2024.
  • Retirement Group left its iShares Dow Jones US ETF share count unchanged in Q1 2024.
  • iShares Dow Jones US ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #338 holding.
  • Retirement Group first reported a position in iShares Dow Jones US ETF in Q2 2023 and has held it in 4 quarters since.
  • 223 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.