Wealth & Pension Services Group’s iShares Dow Jones US ETF IYY Stock Holding History

Wealth & Pension Services Group’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
2019 Q3	$532K	Sell	7,218 -438	-6%	-$32.2K	0.39%	73
2019 Q2	$559K	Sell	7,656 -76	-1%	-$5.46K	0.41%	67
2019 Q1	$546K	Hold	7,732	–	–	0.43%	67
2018 Q4	$481K	Sell	7,732 -2,984	-28%	-$201K	0.43%	65
2018 Q3	$780K	Buy	+10,716	New	+$766K	0.78%	35

Other funds holding IYY

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Wealth & Pension Services Group's IYY Position: Q3 2019 in Review

Wealth & Pension Services Group reduced its iShares Dow Jones US ETF (IYY) stake by 5.7% in Q3 2019, selling an estimated $32.2K and leaving 7,218 shares worth $532K. The position accounts for 0.39% of the portfolio, ranked #73.

Wealth & Pension Services Group first reported a position in IYY in Q3 2018 and has held it in 5 quarters since. The position peaked at $780K in Q3 2018. 146 funds tracked by Wall St. Rank hold IYY as of Q3 2019.

Wealth & Pension Services Group held 7,218 shares of iShares Dow Jones US ETF worth $532K as of Q3 2019.
Wealth & Pension Services Group sold 438 iShares Dow Jones US ETF shares in Q3 2019, an estimated $32.2K.
iShares Dow Jones US ETF made up 0.39% of Wealth & Pension Services Group's portfolio in Q3 2019, its #73 holding.
Wealth & Pension Services Group first reported a position in iShares Dow Jones US ETF in Q3 2018 and has held it in 5 quarters since.
Wealth & Pension Services Group's iShares Dow Jones US ETF position peaked at $780K in Q3 2018.
146 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2019.

Based on Wealth & Pension Services Group's 13F filing for Q3 2019, filed 19 Nov 2019.