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InterOcean Capital Group’s iShares Dow Jones US ETF IYY Stock Holding History

InterOcean Capital Group’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 		$275K Hold
2,150
– – 0.01% 401
2023
Q4 		$251K Sell
2,150
-168
-7% -$18.3K 0.01% 400
2023
Q3 		$242K Buy
2,318
+168
+8% +$18.3K 0.01% 382
2023
Q2 		$233K Hold
2,150
– – 0.01% 388
2023
Q1 		$215K Buy
+2,150
New +$210K 0.01% 376

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFS
Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

InterOcean Capital Group's IYY Position: Q1 2024 in Review

InterOcean Capital Group held its iShares Dow Jones US ETF (IYY) position steady in Q1 2024 at 2,150 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #401.

InterOcean Capital Group first reported a position in IYY in Q1 2023 and has held it in 5 quarters since. 224 funds tracked by Wall St. Rank hold IYY as of Q1 2024.

  • InterOcean Capital Group held 2,150 shares of iShares Dow Jones US ETF worth $275K as of Q1 2024.
  • InterOcean Capital Group left its iShares Dow Jones US ETF share count unchanged in Q1 2024.
  • iShares Dow Jones US ETF made up 0.01% of InterOcean Capital Group's portfolio in Q1 2024, its #401 holding.
  • InterOcean Capital Group first reported a position in iShares Dow Jones US ETF in Q1 2023 and has held it in 5 quarters since.
  • 224 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2024.

Based on InterOcean Capital Group's 13F filing for Q1 2024, filed 13 May 2024.