Valeo Financial Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-178	Closed	-$18K	–	1175
2021 Q1	$18K	Hold	178	–	–	﹤0.01%	1202
2020 Q4	$17K	Hold	178	–	–	﹤0.01%	1065
2020 Q3	$15K	Hold	178	–	–	﹤0.01%	983
2020 Q2	$14K	Hold	178	–	–	﹤0.01%	1174
2020 Q1	$12K	Hold	178	–	–	﹤0.01%	1033
2019 Q4	$14K	Hold	178	–	–	﹤0.01%	1002
2019 Q3	$13K	Hold	178	–	–	﹤0.01%	964
2019 Q2	$13K	Hold	178	–	–	﹤0.01%	960
2019 Q1	$13K	Hold	178	–	–	﹤0.01%	892
2018 Q4	$11K	Hold	178	–	–	﹤0.01%	860
2018 Q3	$12K	Hold	178	–	–	﹤0.01%	916
2018 Q2	$13K	Hold	178	–	–	﹤0.01%	882
2018 Q1	$12K	Hold	178	–	–	﹤0.01%	884
2017 Q4	$12K	Hold	178	–	–	﹤0.01%	791
2017 Q3	$11K	Buy	+178	New	+$11K	﹤0.01%	677

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Valeo Financial Advisors's IYY Position: Q2 2021 in Review

Valeo Financial Advisors sold out of iShares Dow Jones US ETF (IYY) in Q2 2021, closing a stake of 178 shares — an estimated $18K sold.

Valeo Financial Advisors first reported a position in IYY in Q3 2017 and held it in 15 quarters. The position peaked at $18K in Q1 2021. 182 funds tracked by Wall St. Rank hold IYY as of Q2 2021.

Valeo Financial Advisors reported no remaining iShares Dow Jones US ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 178 iShares Dow Jones US ETF shares in Q2 2021, an estimated $18K.
Valeo Financial Advisors first reported a position in iShares Dow Jones US ETF in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's iShares Dow Jones US ETF position peaked at $18K in Q1 2021.
182 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.