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Wealthcare Capital Management’s iShares Dow Jones US ETF IYY Stock Holding History

Wealthcare Capital 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
2015
Q2 		– Sell
-90
Closed -$5K – 638
2015
Q1 		$5K Buy
+90
New +$4.69K ﹤0.01% 633

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SC
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UBS Group
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LPL Financial
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Goldman Sachs
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Bank of America
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LWA
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Susquehanna International Group
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Wealthcare Capital Management's IYY Position: Q2 2015 in Review

Wealthcare Capital Management sold out of iShares Dow Jones US ETF (IYY) in Q2 2015, closing a stake of 90 shares — an estimated $5K sold.

Wealthcare Capital Management first reported a position in IYY in Q1 2015 and held it in 1 quarter. The position peaked at $5K in Q1 2015. 99 funds tracked by Wall St. Rank hold IYY as of Q2 2015.

  • Wealthcare Capital Management reported no remaining iShares Dow Jones US ETF position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 90 iShares Dow Jones US ETF shares in Q2 2015, an estimated $5K.
  • Wealthcare Capital Management first reported a position in iShares Dow Jones US ETF in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's iShares Dow Jones US ETF position peaked at $5K in Q1 2015.
  • 99 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.