RAFFA WEALTH MANAGEMENT, LLC’s iShares Dow Jones US ETF IYY Stock Holding History

RAFFA WEALTH MANAGEMENT, 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
2017 Q3	–	Sell	-500	Closed	-$30.3K	–	332
2017 Q2	$30.3K	Hold	500	–	–	0.01%	150
2017 Q1	$29.6K	Buy	500 +2	+0.4%	+$117	0.01%	127
2016 Q4	$27.9K	Buy	498 +2	+0.4%	+$110	0.01%	128
2016 Q3	$26.9K	Hold	496	–	–	0.01%	127
2016 Q2	$25.9K	Hold	496	–	–	0.01%	120
2016 Q1	$25.4K	Hold	496	–	–	0.01%	128
2015 Q4	$25.3K	Buy	+496	New	+$25.5K	0.02%	121

Other funds holding IYY

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

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

RAFFA WEALTH MANAGEMENT, LLC's IYY Position: Q3 2017 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of iShares Dow Jones US ETF (IYY) in Q3 2017, closing a stake of 500 shares — an estimated $30.3K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IYY in Q4 2015 and held it in 7 quarters. The position peaked at $30.3K in Q2 2017. 112 funds tracked by Wall St. Rank hold IYY as of Q3 2017.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining iShares Dow Jones US ETF position as of Q3 2017 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 500 iShares Dow Jones US ETF shares in Q3 2017, an estimated $30.3K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Dow Jones US ETF in Q4 2015 and held it in 7 quarters.
RAFFA WEALTH MANAGEMENT, LLC's iShares Dow Jones US ETF position peaked at $30.3K in Q2 2017.
112 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2017.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2017, filed 27 Jul 2026.