W
IYY icon

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

WealthShield’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
2017
Q4 		$1K Buy
+8
New +$521 ﹤0.01% 217

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return
AAC
Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return

WealthShield's IYY Position: Q4 2017 in Review

WealthShield opened a new position in iShares Dow Jones US ETF (IYY) in Q4 2017: 8 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #217 among its holdings.

124 funds tracked by Wall St. Rank hold IYY as of Q4 2017.

  • WealthShield held 8 shares of iShares Dow Jones US ETF worth $1K as of Q4 2017.
  • iShares Dow Jones US ETF was a new WealthShield position in Q4 2017.
  • iShares Dow Jones US ETF made up ﹤0.01% of WealthShield's portfolio in Q4 2017, its #217 holding.
  • 124 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.