IFC Holdings’s iShares Dow Jones US ETF IYY Stock Holding History

IFC Holdings’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
2017 Q2	–	Sell	-6,000	Closed	-$355K	–	504
2017 Q1	$355K	Hold	6,000	–	–	0.03%	309
2016 Q4	$336K	Hold	6,000	–	–	0.03%	288
2016 Q3	$326K	Hold	6,000	–	–	0.03%	283
2016 Q2	$315K	Hold	6,000	–	–	0.04%	279
2016 Q1	$309K	Hold	6,000	–	–	0.04%	277
2015 Q4	$306K	Hold	6,000	–	–	0.04%	270
2015 Q3	$292K	Hold	6,000	–	–	0.04%	273
2015 Q2	$318K	Hold	6,000	–	–	0.05%	281
2015 Q1	$313K	Hold	6,000	–	–	0.05%	276
2014 Q4	$315K	Hold	6,000	–	–	0.05%	265
2014 Q3	$297K	Hold	6,000	–	–	0.05%	261
2014 Q2	$297K	Hold	6,000	–	–	0.05%	263
2014 Q1	$281K	Hold	6,000	–	–	0.06%	242
2013 Q4	$279K	Hold	6,000	–	–	0.06%	263
2013 Q3	$257K	Hold	6,000	–	–	0.06%	279
2013 Q2	$242K	Buy	+6,000	New	+$243K	0.06%	276

Other funds holding IYY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

IFC Holdings's IYY Position: Q2 2017 in Review

IFC Holdings sold out of iShares Dow Jones US ETF (IYY) in Q2 2017, closing a stake of 6,000 shares — an estimated $355K sold.

IFC Holdings first reported a position in IYY in Q2 2013 and held it in 16 quarters. The position peaked at $355K in Q1 2017. 114 funds tracked by Wall St. Rank hold IYY as of Q2 2017.

IFC Holdings reported no remaining iShares Dow Jones US ETF position as of Q2 2017 after selling out during the quarter.
IFC Holdings sold 6,000 iShares Dow Jones US ETF shares in Q2 2017, an estimated $355K.
IFC Holdings first reported a position in iShares Dow Jones US ETF in Q2 2013 and held it in 16 quarters.
IFC Holdings's iShares Dow Jones US ETF position peaked at $355K in Q1 2017.
114 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2017.

Based on IFC Holdings's 13F filing for Q2 2017, filed 2 Aug 2017.