Banque Cantonale Vaudoise’s iShares Dow Jones US ETF IYY Stock Holding History

Banque Cantonale Vaudoise’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
2024 Q3	–	Sell	-1,000	Closed	-$132K	–	889
2024 Q2	$132K	Sell	1,000 -500	-33%	-$63.8K	0.01%	649
2024 Q1	$192K	Hold	1,500	–	–	0.01%	572
2023 Q4	$175K	Hold	1,500	–	–	0.01%	603
2023 Q3	$157K	Sell	1,500 -680	-31%	-$73.9K	0.01%	734
2023 Q2	$236K	Hold	2,180	–	–	0.01%	677
2023 Q1	$218K	Hold	2,180	–	–	0.01%	682
2022 Q4	$204K	Hold	2,180	–	–	0.01%	698
2022 Q3	$191K	Hold	2,180	–	–	0.01%	734
2022 Q2	$201K	Hold	2,180	–	–	0.01%	738
2022 Q1	$243K	Hold	2,180	–	–	0.01%	744
2021 Q4	$257K	Hold	2,180	–	–	0.01%	768
2021 Q3	$235K	Hold	2,180	–	–	0.01%	758
2021 Q2	$235K	Hold	2,180	–	–	0.01%	811
2021 Q1	$218K	Hold	2,180	–	–	0.01%	753
2020 Q4	$206K	Hold	2,180	–	–	0.01%	725
2020 Q3	$182K	Buy	+2,180	New	+$179K	0.01%	708

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

SFS

Sharp Financial Services Horsham, Pennsylvania $203M AUM 25.9% 1-Year Est. Return

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

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

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

Banque Cantonale Vaudoise's IYY Position: Q3 2024 in Review

Banque Cantonale Vaudoise sold out of iShares Dow Jones US ETF (IYY) in Q3 2024, closing a stake of 1,000 shares — an estimated $132K sold.

Banque Cantonale Vaudoise first reported a position in IYY in Q3 2020 and held it in 16 quarters. The position peaked at $257K in Q4 2021. 236 funds tracked by Wall St. Rank hold IYY as of Q3 2024.

Banque Cantonale Vaudoise reported no remaining iShares Dow Jones US ETF position as of Q3 2024 after selling out during the quarter.
Banque Cantonale Vaudoise sold 1,000 iShares Dow Jones US ETF shares in Q3 2024, an estimated $132K.
Banque Cantonale Vaudoise first reported a position in iShares Dow Jones US ETF in Q3 2020 and held it in 16 quarters.
Banque Cantonale Vaudoise's iShares Dow Jones US ETF position peaked at $257K in Q4 2021.
236 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2024.

Based on Banque Cantonale Vaudoise's 13F filing for Q3 2024, filed 8 Nov 2024.