SeaCrest Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

SeaCrest Wealth Management’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 Q3	–	Sell	-800	Closed	-$74K	–	1073
2022 Q2	$74K	Buy	+800	New	+$80.4K	0.01%	964
2019 Q2	–	Sell	-1,400	Closed	-$99K	–	1194
2019 Q1	$99K	Hold	1,400	–	–	0.02%	693
2018 Q4	$87K	Hold	1,400	–	–	0.02%	708
2018 Q3	$102K	Hold	1,400	–	–	0.02%	732
2018 Q2	$95K	Hold	1,400	–	–	0.02%	738
2018 Q1	$92K	Hold	1,400	–	–	0.02%	730
2017 Q4	$94K	Buy	+1,400	New	+$91.2K	0.02%	735

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

SeaCrest Wealth Management's IYY Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of iShares Dow Jones US ETF (IYY) in Q3 2022, closing a stake of 800 shares — an estimated $74K sold.

SeaCrest Wealth Management first reported a position in IYY in Q4 2017 and held it in 7 quarters. The position peaked at $102K in Q3 2018. 189 funds tracked by Wall St. Rank hold IYY as of Q3 2022.

SeaCrest Wealth Management reported no remaining iShares Dow Jones US ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 800 iShares Dow Jones US ETF shares in Q3 2022, an estimated $74K.
SeaCrest Wealth Management first reported a position in iShares Dow Jones US ETF in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's iShares Dow Jones US ETF position peaked at $102K in Q3 2018.
189 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.