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Upper Left Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

Upper Left Wealth Management’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
-1,921
Closed -$215K – 54
2022
Q1 		$215K Sell
1,921
-93
-5% -$10.2K 0.22% 52
2021
Q4 		$238K Buy
+2,014
New +$231K 0.24% 46

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
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

Upper Left Wealth Management's IYY Position: Q2 2022 in Review

Upper Left Wealth Management sold out of iShares Dow Jones US ETF (IYY) in Q2 2022, closing a stake of 1,921 shares — an estimated $215K sold.

Upper Left Wealth Management first reported a position in IYY in Q4 2021 and held it in 2 quarters. The position peaked at $238K in Q4 2021. 188 funds tracked by Wall St. Rank hold IYY as of Q2 2022.

  • Upper Left Wealth Management reported no remaining iShares Dow Jones US ETF position as of Q2 2022 after selling out during the quarter.
  • Upper Left Wealth Management sold 1,921 iShares Dow Jones US ETF shares in Q2 2022, an estimated $215K.
  • Upper Left Wealth Management first reported a position in iShares Dow Jones US ETF in Q4 2021 and held it in 2 quarters.
  • Upper Left Wealth Management's iShares Dow Jones US ETF position peaked at $238K in Q4 2021.
  • 188 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2022.

Based on Upper Left Wealth Management's 13F filing for Q2 2022, filed 8 Jul 2022.