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Romano Brothers & Co’s iShares Dow Jones US ETF IYY Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-664
Closed -$62.1K – 634
2022
Q4 		$62.1K Buy
+664
New +$62.4K 0.01% 435

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Romano Brothers & Co's IYY Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares Dow Jones US ETF (IYY) in Q1 2023, closing a stake of 664 shares — an estimated $62.1K sold.

Romano Brothers & Co first reported a position in IYY in Q4 2022 and held it in 1 quarter. The position peaked at $62.1K in Q4 2022. 193 funds tracked by Wall St. Rank hold IYY as of Q1 2023.

  • Romano Brothers & Co reported no remaining iShares Dow Jones US ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 664 iShares Dow Jones US ETF shares in Q1 2023, an estimated $62.1K.
  • Romano Brothers & Co first reported a position in iShares Dow Jones US ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's iShares Dow Jones US ETF position peaked at $62.1K in Q4 2022.
  • 193 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.