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Wealthspire Advisors (Maryland)’s iShares Dow Jones US ETF IYY Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-470
Closed -$33K – 1227
2019
Q1 		$33K Buy
470
+2
+0.4% +$136 ﹤0.01% 1066
2018
Q4 		$29K Buy
468
+4
+0.9% +$269 ﹤0.01% 1069
2018
Q3 		$34K Hold
464
– – ﹤0.01% 1100
2018
Q2 		$32K Hold
464
– – ﹤0.01% 1125
2018
Q1 		$31K Hold
464
– – ﹤0.01% 1154
2017
Q4 		$31K Buy
+464
New +$30.2K ﹤0.01% 1175

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IYY Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares Dow Jones US ETF (IYY) in Q2 2019, closing a stake of 470 shares — an estimated $33K sold.

Wealthspire Advisors (Maryland) first reported a position in IYY in Q4 2017 and held it in 6 quarters. The position peaked at $34K in Q3 2018. 149 funds tracked by Wall St. Rank hold IYY as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining iShares Dow Jones US ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 470 iShares Dow Jones US ETF shares in Q2 2019, an estimated $33K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Dow Jones US ETF in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s iShares Dow Jones US ETF position peaked at $34K in Q3 2018.
  • 149 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.