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Safeguard Investment Advisory Group’s iShares Dow Jones US ETF IYY Stock Holding History

Safeguard Investment 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
2021
Q1 		– Sell
-50
Closed -$4K – 403
2020
Q4 		$4K Buy
+50
New +$4.45K ﹤0.01% 557

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Safeguard Investment Advisory Group's IYY Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of iShares Dow Jones US ETF (IYY) in Q1 2021, closing a stake of 50 shares — an estimated $4K sold.

Safeguard Investment Advisory Group first reported a position in IYY in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 174 funds tracked by Wall St. Rank hold IYY as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining iShares Dow Jones US ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 50 iShares Dow Jones US ETF shares in Q1 2021, an estimated $4K.
  • Safeguard Investment Advisory Group first reported a position in iShares Dow Jones US ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's iShares Dow Jones US ETF position peaked at $4K in Q4 2020.
  • 174 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.