River Wealth Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

River Wealth 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
2019 Q1	–	Sell	-80	Closed	-$5K	–	332
2018 Q4	$5K	Hold	80	–	–	﹤0.01%	468
2018 Q3	$6K	Hold	80	–	–	﹤0.01%	487
2018 Q2	$5K	Buy	+80	New	+$5.42K	﹤0.01%	500

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

River Wealth Advisors's IYY Position: Q1 2019 in Review

River Wealth Advisors sold out of iShares Dow Jones US ETF (IYY) in Q1 2019, closing a stake of 80 shares — an estimated $5K sold.

River Wealth Advisors first reported a position in IYY in Q2 2018 and held it in 3 quarters. The position peaked at $6K in Q3 2018. 154 funds tracked by Wall St. Rank hold IYY as of Q1 2019.

River Wealth Advisors reported no remaining iShares Dow Jones US ETF position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 80 iShares Dow Jones US ETF shares in Q1 2019, an estimated $5K.
River Wealth Advisors first reported a position in iShares Dow Jones US ETF in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's iShares Dow Jones US ETF position peaked at $6K in Q3 2018.
154 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.