Bank Julius Baer & Co
IYY icon

Bank Julius Baer & Co’s iShares Dow Jones US ETF IYY Stock Holding History

Bank Julius Baer & Co’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
Q1 		– Sell
-2,546
Closed -$300K – 698
2021
Q4 		$300K Sell
2,546
-142
-5% -$16.3K ﹤0.01% 482
2021
Q3 		$290K Sell
2,688
-16
-0.6% -$1.77K ﹤0.01% 505
2021
Q2 		$292K Sell
2,704
-5
-0.2% -$525 ﹤0.01% 519
2021
Q1 		$271K Buy
2,709
+37
+1% +$3.61K ﹤0.01% 518
2020
Q4 		$252K Buy
+2,672
New +$238K ﹤0.01% 534

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank Julius Baer & Co's IYY Position: Q1 2022 in Review

Bank Julius Baer & Co sold out of iShares Dow Jones US ETF (IYY) in Q1 2022, closing a stake of 2,546 shares — an estimated $300K sold.

Bank Julius Baer & Co first reported a position in IYY in Q4 2020 and held it in 5 quarters. The position peaked at $300K in Q4 2021. 197 funds tracked by Wall St. Rank hold IYY as of Q1 2022.

  • Bank Julius Baer & Co reported no remaining iShares Dow Jones US ETF position as of Q1 2022 after selling out during the quarter.
  • Bank Julius Baer & Co sold 2,546 iShares Dow Jones US ETF shares in Q1 2022, an estimated $300K.
  • Bank Julius Baer & Co first reported a position in iShares Dow Jones US ETF in Q4 2020 and held it in 5 quarters.
  • Bank Julius Baer & Co's iShares Dow Jones US ETF position peaked at $300K in Q4 2021.
  • 197 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2022.

Based on Bank Julius Baer & Co's 13F filing for Q1 2022, filed 9 May 2022.