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BOK Financial Private Wealth’s iShares Dow Jones US ETF IYY Stock Holding History

BOK Financial Private Wealth’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
-335
Closed -$44.3K – 545
2024
Q2 		$44.3K Sell
335
-498
-60% -$63.5K ﹤0.01% 269
2024
Q1 		$107K Sell
833
-167
-17% -$20.3K 0.01% 203
2023
Q4 		$117K Buy
+1,000
New +$109K 0.01% 191

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
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
SFS
Sharp Financial Services Horsham, Pennsylvania $203M AUM 25.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BOK Financial Private Wealth's IYY Position: Q3 2024 in Review

BOK Financial Private Wealth sold out of iShares Dow Jones US ETF (IYY) in Q3 2024, closing a stake of 335 shares — an estimated $44.3K sold.

BOK Financial Private Wealth first reported a position in IYY in Q4 2023 and held it in 3 quarters. The position peaked at $117K in Q4 2023. 236 funds tracked by Wall St. Rank hold IYY as of Q3 2024.

  • BOK Financial Private Wealth reported no remaining iShares Dow Jones US ETF position as of Q3 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 335 iShares Dow Jones US ETF shares in Q3 2024, an estimated $44.3K.
  • BOK Financial Private Wealth first reported a position in iShares Dow Jones US ETF in Q4 2023 and held it in 3 quarters.
  • BOK Financial Private Wealth's iShares Dow Jones US ETF position peaked at $117K in Q4 2023.
  • 236 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2024.

Based on BOK Financial Private Wealth's 13F filing for Q3 2024, filed 13 Nov 2024.