Westwood Holdings Group’s iShares Dow Jones US ETF IYY Stock Holding History

Westwood Holdings Group’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	–	Sell	-6	Closed	–	–	420
2017 Q3	$0	Buy	+6	New	+$371	﹤0.01%	472
2016 Q4	–	Sell	-6	Closed	–	–	472
2016 Q3	$0	Buy	+6	New	+$324	﹤0.01%	481

Other funds holding IYY

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Westwood Holdings Group's IYY Position: Q4 2017 in Review

Westwood Holdings Group sold out of iShares Dow Jones US ETF (IYY) in Q4 2017, closing a stake of 6 shares.

Westwood Holdings Group first reported a position in IYY in Q3 2016 and held it in 2 quarters. The position peaked at $0 in Q3 2017. 124 funds tracked by Wall St. Rank hold IYY as of Q4 2017.

Westwood Holdings Group reported no remaining iShares Dow Jones US ETF position as of Q4 2017 after selling out during the quarter.
Westwood Holdings Group sold 6 iShares Dow Jones US ETF shares in Q4 2017.
Westwood Holdings Group first reported a position in iShares Dow Jones US ETF in Q3 2016 and held it in 2 quarters.
Westwood Holdings Group's iShares Dow Jones US ETF position peaked at $0 in Q3 2017.
124 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2017.

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