FUBT
IYY icon

First United Bank & Trust’s iShares Dow Jones US ETF IYY Stock Holding History

First United Bank & Trust’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
-200
Closed -$23.3K – 428
2023
Q4 		$23.3K Buy
+200
New +$21.7K 0.01% 294

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
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
Wells Fargo San Francisco, California $530B AUM 22.01% 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

First United Bank & Trust's IYY Position: Q1 2024 in Review

First United Bank & Trust sold out of iShares Dow Jones US ETF (IYY) in Q1 2024, closing a stake of 200 shares — an estimated $23.3K sold.

First United Bank & Trust first reported a position in IYY in Q4 2023 and held it in 1 quarter. The position peaked at $23.3K in Q4 2023. 223 funds tracked by Wall St. Rank hold IYY as of Q1 2024.

  • First United Bank & Trust reported no remaining iShares Dow Jones US ETF position as of Q1 2024 after selling out during the quarter.
  • First United Bank & Trust sold 200 iShares Dow Jones US ETF shares in Q1 2024, an estimated $23.3K.
  • First United Bank & Trust first reported a position in iShares Dow Jones US ETF in Q4 2023 and held it in 1 quarter.
  • First United Bank & Trust's iShares Dow Jones US ETF position peaked at $23.3K in Q4 2023.
  • 223 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2024.

Based on First United Bank & Trust's 13F filing for Q1 2024, filed 29 Apr 2024.