WESPAC Advisors
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WESPAC Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

WESPAC Advisors’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
2020
Q1 		– Sell
-6,300
Closed -$503K – 71
2019
Q4 		$503K Hold
6,300
– – 0.49% 65
2019
Q3 		$465K Hold
6,300
– – 0.46% 65
2019
Q2 		$460K Sell
6,300
-23,338
-79% -$1.68M 0.34% 67
2019
Q1 		$2.09M Sell
29,638
-692
-2% -$47K 1.45% 27
2018
Q4 		$1.89M Buy
30,330
+20,942
+223% +$1.41M 1.83% 20
2018
Q3 		$683K Buy
9,388
+1,544
+20% +$110K 0.4% 81
2018
Q2 		$535K Sell
7,844
-1,544
-16% -$105K 0.55% 63
2018
Q1 		$620K Buy
9,388
+6,300
+204% +$430K 0.38% 87
2017
Q4 		$206K Sell
3,088
-6,300
-67% -$410K 0.19% 114
2017
Q3 		$592K Hold
9,388
– – 0.39% 83
2017
Q2 		$570K Buy
9,388
+1,544
+20% +$92.8K 0.39% 80
2017
Q1 		$464K Hold
7,844
– – 0.54% 61
2016
Q4 		$439K Hold
7,844
– – 0.49% 62
2016
Q3 		$426K Sell
7,844
-6,300
-45% -$341K 0.48% 72
2016
Q2 		$740K Buy
14,144
+6,300
+80% +$326K 0.77% 48
2016
Q1 		$402K Hold
7,844
– – 0.5% 77
2015
Q4 		$400K Sell
7,844
-964
-11% -$49.6K 0.46% 68
2015
Q3 		$425K Buy
8,808
+1,828
+26% +$93.6K 0.75% 43
2015
Q2 		$364K Sell
6,980
-18,922
-73% -$1.01M 0.27% 86
2015
Q1 		$1.36M Sell
25,902
-240
-0.9% -$12.5K 1.03% 38
2014
Q4 		$1.35M Buy
26,142
+20,438
+358% +$1.03M 0.95% 40
2014
Q3 		$283K Buy
5,704
+478
+9% +$23.8K 0.23% 104
2014
Q2 		$259K Hold
5,226
– – 0.3% 98
2014
Q1 		$248K Sell
5,226
-17,696
-77% -$824K 0.21% 115
2013
Q4 		$1.07M Buy
22,922
+2,746
+14% +$123K 0.89% 33
2013
Q3 		$860K Sell
20,176
-1,140
-5% -$48.3K 1% 38
2013
Q2 		$860K Buy
+21,316
New +$865K 1.31% 27

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WESPAC Advisors's IYY Position: Q1 2020 in Review

WESPAC Advisors sold out of iShares Dow Jones US ETF (IYY) in Q1 2020, closing a stake of 6,300 shares — an estimated $503K sold.

WESPAC Advisors first reported a position in IYY in Q2 2013 and held it in 27 quarters. The position peaked at $2.09M in Q1 2019. 147 funds tracked by Wall St. Rank hold IYY as of Q1 2020.

  • WESPAC Advisors reported no remaining iShares Dow Jones US ETF position as of Q1 2020 after selling out during the quarter.
  • WESPAC Advisors sold 6,300 iShares Dow Jones US ETF shares in Q1 2020, an estimated $503K.
  • WESPAC Advisors first reported a position in iShares Dow Jones US ETF in Q2 2013 and held it in 27 quarters.
  • WESPAC Advisors's iShares Dow Jones US ETF position peaked at $2.09M in Q1 2019.
  • 147 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2020.

Based on WESPAC Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.