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Stratos Wealth Partners’s iShares Dow Jones US ETF IYY Stock Holding History

Stratos Wealth Partners’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
2020
Q1 		– Sell
-3,262
Closed -$260K – 983
2019
Q4 		$260K Sell
3,262
-244
-7% -$18.7K 0.01% 803
2019
Q3 		$259K Buy
3,506
+610
+21% +$44.9K 0.01% 778
2019
Q2 		$212K Buy
2,896
+38
+1% +$2.73K 0.01% 860
2019
Q1 		$202K Sell
2,858
-698
-20% -$47.4K 0.01% 861
2018
Q4 		$221K Sell
3,556
-1,398
-28% -$94K 0.01% 766
2018
Q3 		$360K Sell
4,954
-598
-11% -$42.7K 0.02% 646
2018
Q2 		$379K Sell
5,552
-1,572
-22% -$107K 0.02% 655
2018
Q1 		$471K Buy
7,124
+418
+6% +$28.6K 0.02% 569
2017
Q4 		$448K Sell
6,706
-1,930
-22% -$126K 0.02% 550
2017
Q3 		$544K Sell
8,636
-184
-2% -$11.4K 0.03% 488
2017
Q2 		$535K Sell
8,820
-140
-2% -$8.41K 0.03% 428
2017
Q1 		$530K Buy
8,960
+208
+2% +$12.1K 0.03% 407
2016
Q4 		$490K Buy
8,752
+844
+11% +$46.2K 0.03% 393
2016
Q3 		$429K Sell
7,908
-7,778
-50% -$421K 0.03% 393
2016
Q2 		$821K Buy
15,686
+7,358
+88% +$381K 0.06% 246
2016
Q1 		$427K Sell
8,328
-506
-6% -$24.6K 0.04% 332
2015
Q4 		$450K Sell
8,834
-100
-1% -$5.14K 0.04% 332
2015
Q3 		$431K Hold
8,934
– – 0.05% 288
2015
Q2 		$466K Buy
8,934
+1,012
+13% +$53.8K 0.06% 269
2015
Q1 		$413K Sell
7,922
-1,130
-12% -$58.9K 0.05% 340
2014
Q4 		$469K Buy
+9,052
New +$458K 0.08% 257

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stratos Wealth Partners's IYY Position: Q1 2020 in Review

Stratos Wealth Partners sold out of iShares Dow Jones US ETF (IYY) in Q1 2020, closing a stake of 3,262 shares — an estimated $260K sold.

Stratos Wealth Partners first reported a position in IYY in Q4 2014 and held it in 21 quarters. The position peaked at $821K in Q2 2016. 147 funds tracked by Wall St. Rank hold IYY as of Q1 2020.

  • Stratos Wealth Partners reported no remaining iShares Dow Jones US ETF position as of Q1 2020 after selling out during the quarter.
  • Stratos Wealth Partners sold 3,262 iShares Dow Jones US ETF shares in Q1 2020, an estimated $260K.
  • Stratos Wealth Partners first reported a position in iShares Dow Jones US ETF in Q4 2014 and held it in 21 quarters.
  • Stratos Wealth Partners's iShares Dow Jones US ETF position peaked at $821K in Q2 2016.
  • 147 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2020.

Based on Stratos Wealth Partners's 13F filing for Q1 2020, filed 4 May 2020.