Amarillo National Bank’s iShares Dow Jones US ETF IYY Stock Holding History

Amarillo National Bank’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
2021 Q4	–	Sell	-2,438	Closed	-$263K	–	108
2021 Q3	$263K	Sell	2,438 -24	-1%	-$2.66K	0.05%	85
2021 Q2	$266K	Hold	2,462	–	–	0.08%	84
2021 Q1	$246K	Hold	2,462	–	–	0.06%	88
2020 Q4	$232K	Hold	2,462	–	–	0.06%	82
2020 Q3	$205K	Buy	+2,462	New	+$203K	0.08%	87
2018 Q4	–	Sell	-2,856	Closed	-$208K	–	88
2018 Q3	$208K	Buy	+2,856	New	+$204K	0.1%	87

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

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

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

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

Amarillo National Bank's IYY Position: Q4 2021 in Review

Amarillo National Bank sold out of iShares Dow Jones US ETF (IYY) in Q4 2021, closing a stake of 2,438 shares — an estimated $263K sold.

Amarillo National Bank first reported a position in IYY in Q3 2018 and held it in 6 quarters. The position peaked at $266K in Q2 2021. 211 funds tracked by Wall St. Rank hold IYY as of Q4 2021.

Amarillo National Bank reported no remaining iShares Dow Jones US ETF position as of Q4 2021 after selling out during the quarter.
Amarillo National Bank sold 2,438 iShares Dow Jones US ETF shares in Q4 2021, an estimated $263K.
Amarillo National Bank first reported a position in iShares Dow Jones US ETF in Q3 2018 and held it in 6 quarters.
Amarillo National Bank's iShares Dow Jones US ETF position peaked at $266K in Q2 2021.
211 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2021.

Based on Amarillo National Bank's 13F filing for Q4 2021, filed 24 Jan 2022.