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

Wipfli Financial 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
2022 Q3	$168K	Buy	+1,920	New	+$187K	0.01%	506

Other funds holding IYY

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wipfli Financial Advisors's IYY Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares Dow Jones US ETF (IYY) in Q3 2022: 1,920 shares worth $168K. The stake represents 0.01% of the portfolio and ranks #506 among its holdings.

189 funds tracked by Wall St. Rank hold IYY as of Q3 2022.

Wipfli Financial Advisors held 1,920 shares of iShares Dow Jones US ETF worth $168K as of Q3 2022.
iShares Dow Jones US ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares Dow Jones US ETF made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #506 holding.
189 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.