CIBC World Market’s iShares Dow Jones US ETF IYY Stock Holding History

CIBC World Market’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 Q1	–	Sell	-2,600	Closed	-$303K	–	1347
2023 Q4	$303K	Hold	2,600	–	–	﹤0.01%	1064
2023 Q3	$272K	Sell	2,600 -1,500	-37%	-$163K	﹤0.01%	1053
2023 Q2	$444K	Hold	4,100	–	–	﹤0.01%	955
2023 Q1	$410K	Hold	4,100	–	–	﹤0.01%	973
2022 Q4	$383K	Hold	4,100	–	–	﹤0.01%	991
2022 Q3	$360K	Hold	4,100	–	–	﹤0.01%	966
2022 Q2	$379K	Hold	4,100	–	–	﹤0.01%	958
2022 Q1	$457K	Hold	4,100	–	–	﹤0.01%	968
2021 Q4	$483K	Buy	4,100 +900	+28%	+$103K	﹤0.01%	984
2021 Q3	$345K	Hold	3,200	–	–	﹤0.01%	1090
2021 Q2	$346K	Buy	+3,200	New	+$336K	﹤0.01%	1107

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

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

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

SFS

Sharp Financial Services Horsham, Pennsylvania $203M AUM 25.9% 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

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

CIBC World Market's IYY Position: Q1 2024 in Review

CIBC World Market sold out of iShares Dow Jones US ETF (IYY) in Q1 2024, closing a stake of 2,600 shares — an estimated $303K sold.

CIBC World Market first reported a position in IYY in Q2 2021 and held it in 11 quarters. The position peaked at $483K in Q4 2021. 223 funds tracked by Wall St. Rank hold IYY as of Q1 2024.

CIBC World Market reported no remaining iShares Dow Jones US ETF position as of Q1 2024 after selling out during the quarter.
CIBC World Market sold 2,600 iShares Dow Jones US ETF shares in Q1 2024, an estimated $303K.
CIBC World Market first reported a position in iShares Dow Jones US ETF in Q2 2021 and held it in 11 quarters.
CIBC World Market's iShares Dow Jones US ETF position peaked at $483K in Q4 2021.
223 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2024.

Based on CIBC World Market's 13F filing for Q1 2024, filed 13 May 2024.