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

TCI Wealth 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
2023 Q2	–	Sell	-188	Closed	-$18.8K	–	1221
2023 Q1	$18.8K	Hold	188	–	–	﹤0.01%	744
2022 Q4	$17.6K	Hold	188	–	–	﹤0.01%	754
2022 Q3	$16K	Hold	188	–	–	﹤0.01%	767
2022 Q2	$17K	Buy	+188	New	+$18.9K	﹤0.01%	705

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TCI Wealth Advisors's IYY Position: Q2 2023 in Review

TCI Wealth Advisors sold out of iShares Dow Jones US ETF (IYY) in Q2 2023, closing a stake of 188 shares — an estimated $18.8K sold.

TCI Wealth Advisors first reported a position in IYY in Q2 2022 and held it in 4 quarters. The position peaked at $18.8K in Q1 2023. 199 funds tracked by Wall St. Rank hold IYY as of Q2 2023.

TCI Wealth Advisors reported no remaining iShares Dow Jones US ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 188 iShares Dow Jones US ETF shares in Q2 2023, an estimated $18.8K.
TCI Wealth Advisors first reported a position in iShares Dow Jones US ETF in Q2 2022 and held it in 4 quarters.
TCI Wealth Advisors's iShares Dow Jones US ETF position peaked at $18.8K in Q1 2023.
199 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.