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SPC Financial Inc’s iShares Dow Jones US ETF IYY Stock Holding History

SPC Financial Inc’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
2017
Q2 		– Sell
-10,136
Closed -$599K – 112
2017
Q1 		$599K Buy
10,136
+260
+3% +$15.2K 0.17% 64
2016
Q4 		$553K Buy
9,876
+836
+9% +$45.8K 0.17% 66
2016
Q3 		$491K Sell
9,040
-370
-4% -$20K 0.16% 83
2016
Q2 		$492K Sell
9,410
-100
-1% -$5.18K 0.18% 80
2016
Q1 		$487K Sell
9,510
-230
-2% -$11.2K 0.19% 76
2015
Q4 		$497K Sell
9,740
-430
-4% -$22.1K 0.2% 73
2015
Q3 		$491K Sell
10,170
-80
-0.8% -$4.09K 0.21% 71
2015
Q2 		$534K Buy
10,250
+20
+0.2% +$1.06K 0.15% 79
2015
Q1 		$536K Buy
10,230
+270
+3% +$14.1K 0.15% 79
2014
Q4 		$516K Buy
9,960
+380
+4% +$19.2K 0.15% 73
2014
Q3 		$475K Sell
9,580
-120
-1% -$5.99K 0.14% 77
2014
Q2 		$481K Buy
9,700
+50
+0.5% +$2.4K 0.13% 80
2014
Q1 		$458K Buy
9,650
+2,850
+42% +$133K 0.14% 76
2013
Q4 		$317K Buy
6,800
+400
+6% +$17.9K 0.1% 90
2013
Q3 		$273K Sell
6,400
-130
-2% -$5.5K 0.1% 89
2013
Q2 		$263K Buy
+6,530
New +$265K 0.1% 87

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

SPC Financial Inc's IYY Position: Q2 2017 in Review

SPC Financial Inc sold out of iShares Dow Jones US ETF (IYY) in Q2 2017, closing a stake of 10,136 shares — an estimated $599K sold.

SPC Financial Inc first reported a position in IYY in Q2 2013 and held it in 16 quarters. The position peaked at $599K in Q1 2017. 113 funds tracked by Wall St. Rank hold IYY as of Q2 2017.

  • SPC Financial Inc reported no remaining iShares Dow Jones US ETF position as of Q2 2017 after selling out during the quarter.
  • SPC Financial Inc sold 10,136 iShares Dow Jones US ETF shares in Q2 2017, an estimated $599K.
  • SPC Financial Inc first reported a position in iShares Dow Jones US ETF in Q2 2013 and held it in 16 quarters.
  • SPC Financial Inc's iShares Dow Jones US ETF position peaked at $599K in Q1 2017.
  • 113 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2017.

Based on SPC Financial Inc's 13F filing for Q2 2017, filed 25 Jul 2017.