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Silver Oak Securities’s iShares Dow Jones US ETF IYY Stock Holding History

Silver Oak Securities’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
Q3 		– Sell
-1,740
Closed -$230K – 564
2024
Q2 		$230K Buy
1,740
+113
+7% +$14.4K 0.03% 351
2024
Q1 		$208K Buy
+1,627
New +$198K 0.03% 372
2023
Q3 		– Sell
-3,130
Closed -$339K – 472
2023
Q2 		$339K Buy
+3,130
New +$320K 0.05% 307

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
SFS
Sharp Financial Services Horsham, Pennsylvania $203M AUM 25.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Silver Oak Securities's IYY Position: Q3 2024 in Review

Silver Oak Securities sold out of iShares Dow Jones US ETF (IYY) in Q3 2024, closing a stake of 1,740 shares — an estimated $230K sold.

Silver Oak Securities first reported a position in IYY in Q2 2023 and held it in 3 quarters. The position peaked at $339K in Q2 2023. 236 funds tracked by Wall St. Rank hold IYY as of Q3 2024.

  • Silver Oak Securities reported no remaining iShares Dow Jones US ETF position as of Q3 2024 after selling out during the quarter.
  • Silver Oak Securities sold 1,740 iShares Dow Jones US ETF shares in Q3 2024, an estimated $230K.
  • Silver Oak Securities first reported a position in iShares Dow Jones US ETF in Q2 2023 and held it in 3 quarters.
  • Silver Oak Securities's iShares Dow Jones US ETF position peaked at $339K in Q2 2023.
  • 236 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2024.

Based on Silver Oak Securities's 13F filing for Q3 2024, filed 23 Oct 2024.