Sowell Financial Services’s iShares Dow Jones US ETF IYY Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-1,495	Closed	-$157K	–	1651
2021 Q1	$157K	Sell	1,495 -701	-32%	-$68.4K	0.01%	1171
2020 Q4	$207K	Sell	2,196 -80	-4%	-$7.11K	0.01%	822
2020 Q3	$190K	Buy	2,276 +2	+0.1%	+$165	0.01%	747
2020 Q2	$174K	Buy	2,274 +38	+2%	+$2.74K	0.01%	770
2020 Q1	$141K	Sell	2,236 -164	-7%	-$12.4K	0.01%	753
2019 Q4	$192K	Buy	2,400 +118	+5%	+$9.02K	0.01%	726
2019 Q3	$168K	Buy	+2,282	New	+$168K	0.01%	691
2017 Q1	–	Sell	-1,850	Closed	-$109K	–	420
2016 Q4	$109K	Buy	+1,850	New	+$101K	0.04%	260

Other funds holding IYY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Sowell Financial Services's IYY Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares Dow Jones US ETF (IYY) in Q2 2021, closing a stake of 1,495 shares — an estimated $157K sold.

Sowell Financial Services first reported a position in IYY in Q4 2016 and held it in 8 quarters. The position peaked at $207K in Q4 2020. 182 funds tracked by Wall St. Rank hold IYY as of Q2 2021.

Sowell Financial Services reported no remaining iShares Dow Jones US ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,495 iShares Dow Jones US ETF shares in Q2 2021, an estimated $157K.
Sowell Financial Services first reported a position in iShares Dow Jones US ETF in Q4 2016 and held it in 8 quarters.
Sowell Financial Services's iShares Dow Jones US ETF position peaked at $207K in Q4 2020.
182 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.