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Edmond de Rothschild Holding’s iShares Dow Jones US ETF IYY Stock Holding History

Edmond de Rothschild Holding’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
2020
Q2 		– Sell
-200
Closed -$13K – 627
2020
Q1 		$13K Buy
+200
New +$15.1K ﹤0.01% 535

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
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Edmond de Rothschild Holding's IYY Position: Q2 2020 in Review

Edmond de Rothschild Holding sold out of iShares Dow Jones US ETF (IYY) in Q2 2020, closing a stake of 200 shares — an estimated $13K sold.

Edmond de Rothschild Holding first reported a position in IYY in Q1 2020 and held it in 1 quarter. The position peaked at $13K in Q1 2020. 146 funds tracked by Wall St. Rank hold IYY as of Q2 2020.

  • Edmond de Rothschild Holding reported no remaining iShares Dow Jones US ETF position as of Q2 2020 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 200 iShares Dow Jones US ETF shares in Q2 2020, an estimated $13K.
  • Edmond de Rothschild Holding first reported a position in iShares Dow Jones US ETF in Q1 2020 and held it in 1 quarter.
  • Edmond de Rothschild Holding's iShares Dow Jones US ETF position peaked at $13K in Q1 2020.
  • 146 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2020.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2020, filed 7 Aug 2020.