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

WealthShield 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
2018
Q3 		– Sell
-8
Closed -$1K – 268
2018
Q2 		$1K Hold
8
– – ﹤0.01% 238
2018
Q1 		$1K Hold
8
– – ﹤0.01% 230
2017
Q4 		$1K Buy
+8
New +$521 ﹤0.01% 217

Other funds holding IYY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WealthShield Partners's IYY Position: Q3 2018 in Review

WealthShield Partners sold out of iShares Dow Jones US ETF (IYY) in Q3 2018, closing a stake of 8 shares — an estimated $1K sold.

WealthShield Partners first reported a position in IYY in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q2 2018. 143 funds tracked by Wall St. Rank hold IYY as of Q3 2018.

  • WealthShield Partners reported no remaining iShares Dow Jones US ETF position as of Q3 2018 after selling out during the quarter.
  • WealthShield Partners sold 8 iShares Dow Jones US ETF shares in Q3 2018, an estimated $1K.
  • WealthShield Partners first reported a position in iShares Dow Jones US ETF in Q4 2017 and held it in 3 quarters.
  • WealthShield Partners's iShares Dow Jones US ETF position peaked at $1K in Q2 2018.
  • 143 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2018.

Based on WealthShield Partners's 13F filing for Q3 2018, filed 5 Nov 2018.