Johnson Financial Group Inc (Wisconsin)’s iShares Dow Jones US ETF IYY Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2019 Q4	–	Sell	-21,422	Closed	-$1.58M	–	556
2019 Q3	$1.58M	Hold	21,422	–	–	0.14%	103
2019 Q2	$1.56M	Hold	21,422	–	–	0.14%	101
2019 Q1	$1.51M	Buy	21,422 +12,726	+146%	+$864K	0.13%	100
2018 Q4	$541K	Buy	8,696 +40	+0.5%	+$2.69K	0.06%	159
2018 Q3	$630K	Buy	8,656 +32	+0.4%	+$2.29K	0.06%	160
2018 Q2	$588K	Buy	8,624 +32	+0.4%	+$2.17K	0.06%	155
2018 Q1	$568K	Hold	8,592	–	–	0.07%	155
2017 Q4	$574K	Buy	+8,592	New	+$560K	0.07%	164
2015 Q2	–	Sell	-7,502	Closed	-$393K	–	906
2015 Q1	$393K	Buy	7,502 +38	+0.5%	+$1.98K	0.08%	190
2014 Q4	$387K	Buy	7,464 +32	+0.4%	+$1.62K	0.09%	171
2014 Q3	$368K	Buy	7,432 +92	+1%	+$4.59K	0.1%	173
2014 Q2	$364K	Hold	7,340	–	–	0.1%	178
2014 Q1	$348K	Hold	7,340	–	–	0.1%	163
2013 Q4	$343K	Buy	+7,340	New	+$329K	0.1%	166

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Johnson Financial Group Inc (Wisconsin)'s IYY Position: Q4 2019 in Review

Johnson Financial Group Inc (Wisconsin) sold out of iShares Dow Jones US ETF (IYY) in Q4 2019, closing a stake of 21,422 shares — an estimated $1.58M sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in IYY in Q4 2013 and held it in 14 quarters. The position peaked at $1.58M in Q3 2019. 160 funds tracked by Wall St. Rank hold IYY as of Q4 2019.

Johnson Financial Group Inc (Wisconsin) reported no remaining iShares Dow Jones US ETF position as of Q4 2019 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 21,422 iShares Dow Jones US ETF shares in Q4 2019, an estimated $1.58M.
Johnson Financial Group Inc (Wisconsin) first reported a position in iShares Dow Jones US ETF in Q4 2013 and held it in 14 quarters.
Johnson Financial Group Inc (Wisconsin)'s iShares Dow Jones US ETF position peaked at $1.58M in Q3 2019.
160 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2019.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2019, filed 14 Feb 2020.