Investors Financial Group’s iShares Dow Jones US ETF IYY Stock Holding History

Investors Financial 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
2021 Q4	–	Sell	-3,042	Closed	-$328K	–	215
2021 Q3	$328K	Hold	3,042	–	–	0.17%	143
2021 Q2	$328K	Hold	3,042	–	–	0.18%	144
2021 Q1	$304K	Hold	3,042	–	–	0.18%	138
2020 Q4	$287K	Hold	3,042	–	–	0.19%	129
2020 Q3	$254K	Hold	3,042	–	–	0.19%	122
2020 Q2	$233K	Buy	+3,042	New	+$220K	0.19%	124
2020 Q1	–	Sell	-3,042	Closed	-$243K	–	135
2019 Q4	$243K	Buy	+3,042	New	+$233K	0.2%	111

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

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

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

Investors Financial Group's IYY Position: Q4 2021 in Review

Investors Financial Group sold out of iShares Dow Jones US ETF (IYY) in Q4 2021, closing a stake of 3,042 shares — an estimated $328K sold.

Investors Financial Group first reported a position in IYY in Q4 2019 and held it in 7 quarters. The position peaked at $328K in Q3 2021. 211 funds tracked by Wall St. Rank hold IYY as of Q4 2021.

Investors Financial Group reported no remaining iShares Dow Jones US ETF position as of Q4 2021 after selling out during the quarter.
Investors Financial Group sold 3,042 iShares Dow Jones US ETF shares in Q4 2021, an estimated $328K.
Investors Financial Group first reported a position in iShares Dow Jones US ETF in Q4 2019 and held it in 7 quarters.
Investors Financial Group's iShares Dow Jones US ETF position peaked at $328K in Q3 2021.
211 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2021.

Based on Investors Financial Group's 13F filing for Q4 2021, filed 14 Jan 2022.