Wealthfront’s iShares Dow Jones US ETF IYY Stock Holding History

Wealthfront’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	-44	Closed	-$2K	–	1349
2015 Q1	$2K	Buy	44 +38	+633%	+$1.98K	﹤0.01%	1006
2014 Q4	$0	Buy	+6	New	+$303	﹤0.01%	829

Other funds holding IYY

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LWA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wealthfront's IYY Position: Q2 2015 in Review

Wealthfront sold out of iShares Dow Jones US ETF (IYY) in Q2 2015, closing a stake of 44 shares — an estimated $2K sold.

Wealthfront first reported a position in IYY in Q4 2014 and held it in 2 quarters. The position peaked at $2K in Q1 2015. 99 funds tracked by Wall St. Rank hold IYY as of Q2 2015.

Wealthfront reported no remaining iShares Dow Jones US ETF position as of Q2 2015 after selling out during the quarter.
Wealthfront sold 44 iShares Dow Jones US ETF shares in Q2 2015, an estimated $2K.
Wealthfront first reported a position in iShares Dow Jones US ETF in Q4 2014 and held it in 2 quarters.
Wealthfront's iShares Dow Jones US ETF position peaked at $2K in Q1 2015.
99 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2015.

Based on Wealthfront's 13F filing for Q2 2015, filed 18 Aug 2015.