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

WFG 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
2017
Q2 		$49K Buy
800
+680
+567% +$40.9K 0.01% 705
2017
Q1 		$7K Sell
120
-800
-87% -$46.7K ﹤0.01% 1155
2016
Q4 		$52K Buy
920
+2
+0.2% +$110 0.01% 708
2016
Q3 		$50K Hold
918
– – 0.01% 707
2016
Q2 		$48K Buy
918
+58
+7% +$3K 0.01% 693
2016
Q1 		$44K Hold
860
– – 0.01% 698
2015
Q4 		$44K Buy
860
+2
+0.2% +$103 0.01% 699
2015
Q3 		$41K Sell
858
-342
-29% -$17.5K 0.01% 701
2015
Q2 		$63K Buy
1,200
+38
+3% +$2.02K 0.02% 657
2015
Q1 		$61K Sell
1,162
-798
-41% -$41.6K 0.02% 678
2014
Q4 		$102K Buy
1,960
+60
+3% +$3.03K 0.02% 628
2014
Q3 		$94K Buy
1,900
+394
+26% +$19.7K 0.02% 688
2014
Q2 		$75K Buy
1,506
+2
+0.1% +$96 0.01% 764
2014
Q1 		$71K Buy
1,504
+902
+150% +$42K 0.01% 766
2013
Q4 		$28K Buy
602
+402
+201% +$18K ﹤0.01% 1201
2013
Q3 		$9K Hold
200
– – ﹤0.01% 1560
2013
Q2 		$8K Buy
+200
New +$8.11K ﹤0.01% 1531

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Commonwealth Equity Services
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

WFG Advisors's IYY Position: Q2 2017 in Review

WFG Advisors increased its iShares Dow Jones US ETF (IYY) stake by 567% in Q2 2017, buying an estimated $40.9K and bringing the position to 800 shares worth $49K. The position accounts for 0.01% of the portfolio, ranked #705.

WFG Advisors first reported a position in IYY in Q2 2013 and has held it in 17 quarters since. The position peaked at $102K in Q4 2014. 113 funds tracked by Wall St. Rank hold IYY as of Q2 2017.

  • WFG Advisors held 800 shares of iShares Dow Jones US ETF worth $49K as of Q2 2017.
  • WFG Advisors bought 680 iShares Dow Jones US ETF shares in Q2 2017, an estimated $40.9K.
  • iShares Dow Jones US ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #705 holding.
  • WFG Advisors first reported a position in iShares Dow Jones US ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's iShares Dow Jones US ETF position peaked at $102K in Q4 2014.
  • 113 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.