TD Private Client Wealth’s iShares Dow Jones US ETF IYY Stock Holding History

TD Private Client Wealth’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
2022 Q2	–	Sell	-164	Closed	-$18.3K	–	1257
2022 Q1	$18.3K	Buy	164 +8	+5%	+$879	﹤0.01%	960
2021 Q4	$18.4K	Sell	156 -6	-4%	-$689	﹤0.01%	864
2021 Q3	$17.5K	Sell	162 -6	-4%	-$666	﹤0.01%	860
2021 Q2	$18.1K	Sell	168 -11	-6%	-$1.16K	﹤0.01%	856
2021 Q1	$17.9K	Sell	179 -23	-11%	-$2.25K	﹤0.01%	841
2020 Q4	$19.1K	Sell	202 -6	-3%	-$534	﹤0.01%	786
2020 Q3	$17.3K	Buy	+208	New	+$17.1K	﹤0.01%	752

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

SIAP

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return

TD Private Client Wealth's IYY Position: Q2 2022 in Review

TD Private Client Wealth sold out of iShares Dow Jones US ETF (IYY) in Q2 2022, closing a stake of 164 shares — an estimated $18.3K sold.

TD Private Client Wealth first reported a position in IYY in Q3 2020 and held it in 7 quarters. The position peaked at $19.1K in Q4 2020. 188 funds tracked by Wall St. Rank hold IYY as of Q2 2022.

TD Private Client Wealth reported no remaining iShares Dow Jones US ETF position as of Q2 2022 after selling out during the quarter.
TD Private Client Wealth sold 164 iShares Dow Jones US ETF shares in Q2 2022, an estimated $18.3K.
TD Private Client Wealth first reported a position in iShares Dow Jones US ETF in Q3 2020 and held it in 7 quarters.
TD Private Client Wealth's iShares Dow Jones US ETF position peaked at $19.1K in Q4 2020.
188 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2022.

Based on TD Private Client Wealth's 13F filing for Q2 2022, filed 16 Aug 2024.