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Wealthcare Advisory Partners’s iShares Dow Jones US ETF IYY Stock Holding History

Wealthcare Advisory Partners’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
Q4 		– Sell
-2,562
Closed -$268K – 757
2023
Q3 		$268K Hold
2,562
– – 0.01% 580
2023
Q2 		$278K Hold
2,562
– – 0.01% 584
2023
Q1 		$256K Hold
2,562
– – 0.01% 634
2022
Q4 		$239K Hold
2,562
– – 0.01% 600
2022
Q3 		$225K Buy
2,562
+97
+4% +$9.45K 0.01% 548
2022
Q2 		$228K Hold
2,465
– – 0.01% 494
2022
Q1 		$274K Sell
2,465
-2,098
-46% -$230K 0.02% 443
2021
Q4 		$538K Hold
4,563
– – 0.03% 307
2021
Q3 		$492K Sell
4,563
-335
-7% -$37.2K 0.03% 318
2021
Q2 		$529K Sell
4,898
-635
-11% -$66.7K 0.04% 313
2021
Q1 		$553K Sell
5,533
-3,963
-42% -$387K 0.04% 270
2020
Q4 		$896K Sell
9,496
-556
-6% -$49.4K 0.08% 165
2020
Q3 		$838K Buy
10,052
+226
+2% +$18.6K 0.09% 136
2020
Q2 		$752K Buy
9,826
+2,336
+31% +$169K 0.09% 126
2020
Q1 		$472K Sell
7,490
-242
-3% -$18.3K 0.07% 156
2019
Q4 		$617K Sell
7,732
-1,032
-12% -$78.9K 0.08% 148
2019
Q3 		$647K Hold
8,764
– – 0.09% 123
2019
Q2 		$640K Sell
8,764
-3,206
-27% -$230K 0.1% 123
2019
Q1 		$845K Sell
11,970
-1,714
-13% -$116K 0.14% 88
2018
Q4 		$851K Sell
13,684
-1,578
-10% -$106K 0.17% 81
2018
Q3 		$1.11M Sell
15,262
-304
-2% -$21.7K 0.2% 68
2018
Q2 		$1.06M Buy
15,566
+1,412
+10% +$95.7K 0.21% 68
2018
Q1 		$935K Sell
14,154
-72
-0.5% -$4.92K 0.21% 66
2017
Q4 		$950K Sell
14,226
-632
-4% -$41.2K 0.24% 55
2017
Q3 		$936K Buy
+14,858
New +$918K 0.28% 48
2016
Q3 		– Sell
-10
Closed -$1K – 110
2016
Q2 		$1K Buy
+10
New +$518 ﹤0.01% 98

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
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
SFS
Sharp Financial Services Horsham, Pennsylvania $203M AUM 25.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthcare Advisory Partners's IYY Position: Q4 2023 in Review

Wealthcare Advisory Partners sold out of iShares Dow Jones US ETF (IYY) in Q4 2023, closing a stake of 2,562 shares — an estimated $268K sold.

Wealthcare Advisory Partners first reported a position in IYY in Q2 2016 and held it in 26 quarters. The position peaked at $1.11M in Q3 2018. 218 funds tracked by Wall St. Rank hold IYY as of Q4 2023.

  • Wealthcare Advisory Partners reported no remaining iShares Dow Jones US ETF position as of Q4 2023 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 2,562 iShares Dow Jones US ETF shares in Q4 2023, an estimated $268K.
  • Wealthcare Advisory Partners first reported a position in iShares Dow Jones US ETF in Q2 2016 and held it in 26 quarters.
  • Wealthcare Advisory Partners's iShares Dow Jones US ETF position peaked at $1.11M in Q3 2018.
  • 218 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2023, filed 6 Feb 2024.