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SpiderRock Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

SpiderRock Advisors’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
2024
Q3 		$1.06M Hold
7,600
– – 0.02% 461
2024
Q2 		$1.01M Hold
7,600
– – 0.02% 412
2024
Q1 		$954K Buy
+7,600
New +$925K 0.02% 397

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
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
SFS
Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SpiderRock Advisors's IYY Position: Q3 2024 in Review

SpiderRock Advisors held its iShares Dow Jones US ETF (IYY) position steady in Q3 2024 at 7,600 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #461.

SpiderRock Advisors first reported a position in IYY in Q1 2024 and has held it in 3 quarters since. 236 funds tracked by Wall St. Rank hold IYY as of Q3 2024.

  • SpiderRock Advisors held 7,600 shares of iShares Dow Jones US ETF worth $1.06M as of Q3 2024.
  • SpiderRock Advisors left its iShares Dow Jones US ETF share count unchanged in Q3 2024.
  • iShares Dow Jones US ETF made up 0.02% of SpiderRock Advisors's portfolio in Q3 2024, its #461 holding.
  • SpiderRock Advisors first reported a position in iShares Dow Jones US ETF in Q1 2024 and has held it in 3 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.