First National Bank of South Miami’s iShares Dow Jones US ETF IYY Stock Holding History

First National Bank of South Miami’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
2019 Q4	–	Sell	-400	Closed	-$29K	–	291
2019 Q3	$29K	Hold	400	–	–	0.03%	200
2019 Q2	$30K	Hold	400	–	–	0.03%	203
2019 Q1	$28K	Hold	400	–	–	0.03%	207
2018 Q4	$27K	Buy	+400	New	+$26.9K	0.03%	211

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

First National Bank of South Miami's IYY Position: Q4 2019 in Review

First National Bank of South Miami sold out of iShares Dow Jones US ETF (IYY) in Q4 2019, closing a stake of 400 shares — an estimated $29K sold.

First National Bank of South Miami first reported a position in IYY in Q4 2018 and held it in 4 quarters. The position peaked at $30K in Q2 2019. 160 funds tracked by Wall St. Rank hold IYY as of Q4 2019.

First National Bank of South Miami reported no remaining iShares Dow Jones US ETF position as of Q4 2019 after selling out during the quarter.
First National Bank of South Miami sold 400 iShares Dow Jones US ETF shares in Q4 2019, an estimated $29K.
First National Bank of South Miami first reported a position in iShares Dow Jones US ETF in Q4 2018 and held it in 4 quarters.
First National Bank of South Miami's iShares Dow Jones US ETF position peaked at $30K in Q2 2019.
160 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2019.

Based on First National Bank of South Miami's 13F filing for Q4 2019, filed 12 Feb 2020.