Sargent Bickham Lagudis’s iShares Dow Jones US ETF IYY Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$35K	Hold	374	–	–	﹤0.01%	503
2022 Q3	$33K	Hold	374	–	–	﹤0.01%	487
2022 Q2	$35K	Hold	374	–	–	﹤0.01%	492
2022 Q1	$42K	Hold	374	–	–	﹤0.01%	487
2021 Q4	$44K	Hold	374	–	–	﹤0.01%	474
2021 Q3	$40K	Hold	374	–	–	﹤0.01%	487
2021 Q2	$40K	Hold	374	–	–	﹤0.01%	487
2021 Q1	$37K	Hold	374	–	–	﹤0.01%	485
2020 Q4	$35K	Hold	374	–	–	﹤0.01%	473
2020 Q3	$31K	Hold	374	–	–	﹤0.01%	449
2020 Q2	$29K	Hold	374	–	–	﹤0.01%	436
2020 Q1	$24K	Hold	374	–	–	﹤0.01%	432
2019 Q4	$30K	Hold	374	–	–	﹤0.01%	456
2019 Q3	$28K	Buy	+374	New	+$27.5K	﹤0.01%	424

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Sargent Bickham Lagudis's IYY Position: Q4 2022 in Review

Sargent Bickham Lagudis held its iShares Dow Jones US ETF (IYY) position steady in Q4 2022 at 374 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Sargent Bickham Lagudis first reported a position in IYY in Q3 2019 and has held it in 14 quarters since. The position peaked at $44K in Q4 2021. 191 funds tracked by Wall St. Rank hold IYY as of Q4 2022.

Sargent Bickham Lagudis held 374 shares of iShares Dow Jones US ETF worth $35K as of Q4 2022.
Sargent Bickham Lagudis left its iShares Dow Jones US ETF share count unchanged in Q4 2022.
iShares Dow Jones US ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #503 holding.
Sargent Bickham Lagudis first reported a position in iShares Dow Jones US ETF in Q3 2019 and has held it in 14 quarters since.
Sargent Bickham Lagudis's iShares Dow Jones US ETF position peaked at $44K in Q4 2021.
191 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.