HM Payson & Co’s iShares Dow Jones US ETF IYY Stock Holding History

HM Payson & Co’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
2021 Q3	–	Sell	-588	Closed	-$63K	–	1106
2021 Q2	$63K	Buy	+588	New	+$61.8K	﹤0.01%	550

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

HM Payson & Co's IYY Position: Q3 2021 in Review

HM Payson & Co sold out of iShares Dow Jones US ETF (IYY) in Q3 2021, closing a stake of 588 shares — an estimated $63K sold.

HM Payson & Co first reported a position in IYY in Q2 2021 and held it in 1 quarter. The position peaked at $63K in Q2 2021. 186 funds tracked by Wall St. Rank hold IYY as of Q3 2021.

HM Payson & Co reported no remaining iShares Dow Jones US ETF position as of Q3 2021 after selling out during the quarter.
HM Payson & Co sold 588 iShares Dow Jones US ETF shares in Q3 2021, an estimated $63K.
HM Payson & Co first reported a position in iShares Dow Jones US ETF in Q2 2021 and held it in 1 quarter.
HM Payson & Co's iShares Dow Jones US ETF position peaked at $63K in Q2 2021.
186 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2021.

Based on HM Payson & Co's 13F filing for Q3 2021, filed 30 Nov 2021.