First Personal Financial Services’s iShares Dow Jones US ETF IYY Stock Holding History

First Personal Financial Services’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	-1,180	Closed	-$138K	–	391
2023 Q4	$138K	Hold	1,180	–	–	0.03%	135
2023 Q3	$123K	Hold	1,180	–	–	0.03%	136
2023 Q2	$128K	Hold	1,180	–	–	0.03%	134
2023 Q1	$118K	Hold	1,180	–	–	0.03%	141
2022 Q4	$110K	Buy	+1,180	New	+$111K	0.03%	150

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

First Personal Financial Services's IYY Position: Q1 2024 in Review

First Personal Financial Services sold out of iShares Dow Jones US ETF (IYY) in Q1 2024, closing a stake of 1,180 shares — an estimated $138K sold.

First Personal Financial Services first reported a position in IYY in Q4 2022 and held it in 5 quarters. The position peaked at $138K in Q4 2023. 223 funds tracked by Wall St. Rank hold IYY as of Q1 2024.

First Personal Financial Services reported no remaining iShares Dow Jones US ETF position as of Q1 2024 after selling out during the quarter.
First Personal Financial Services sold 1,180 iShares Dow Jones US ETF shares in Q1 2024, an estimated $138K.
First Personal Financial Services first reported a position in iShares Dow Jones US ETF in Q4 2022 and held it in 5 quarters.
First Personal Financial Services's iShares Dow Jones US ETF position peaked at $138K in Q4 2023.
223 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2024.

Based on First Personal Financial Services's 13F filing for Q1 2024, filed 26 Apr 2024.