Tradewinds LLC’s iShares Dow Jones US ETF IYY Stock Holding History

Tradewinds LLC’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 Q1	–	Sell	-6,526	Closed	-$688K	–	158
2022 Q4	$688K	Buy	+6,526	New	+$614K	0.44%	40

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

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

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

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

Tradewinds LLC's IYY Position: Q1 2023 in Review

Tradewinds LLC sold out of iShares Dow Jones US ETF (IYY) in Q1 2023, closing a stake of 6,526 shares — an estimated $688K sold.

Tradewinds LLC first reported a position in IYY in Q4 2022 and held it in 1 quarter. The position peaked at $688K in Q4 2022. 193 funds tracked by Wall St. Rank hold IYY as of Q1 2023.

Tradewinds LLC reported no remaining iShares Dow Jones US ETF position as of Q1 2023 after selling out during the quarter.
Tradewinds LLC sold 6,526 iShares Dow Jones US ETF shares in Q1 2023, an estimated $688K.
Tradewinds LLC first reported a position in iShares Dow Jones US ETF in Q4 2022 and held it in 1 quarter.
Tradewinds LLC's iShares Dow Jones US ETF position peaked at $688K in Q4 2022.
193 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2023.

Based on Tradewinds LLC's 13F filing for Q1 2023, filed 6 Apr 2023.