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

Slow Capital’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
2020 Q2	–	Sell	-8,586	Closed	-$542K	–	170
2020 Q1	$542K	Buy	8,586 +796	+10%	+$60.1K	0.2%	120
2019 Q4	$622K	Buy	7,790 +1,396	+22%	+$107K	0.19%	136
2019 Q3	$472K	Buy	6,394 +292	+5%	+$21.5K	0.17%	128
2019 Q2	$446K	Sell	6,102 -242	-4%	-$17.4K	0.18%	131
2019 Q1	$448K	Buy	+6,344	New	+$431K	0.18%	132

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

Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 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

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

Slow Capital's IYY Position: Q2 2020 in Review

Slow Capital sold out of iShares Dow Jones US ETF (IYY) in Q2 2020, closing a stake of 8,586 shares — an estimated $542K sold.

Slow Capital first reported a position in IYY in Q1 2019 and held it in 5 quarters. The position peaked at $622K in Q4 2019. 146 funds tracked by Wall St. Rank hold IYY as of Q2 2020.

Slow Capital reported no remaining iShares Dow Jones US ETF position as of Q2 2020 after selling out during the quarter.
Slow Capital sold 8,586 iShares Dow Jones US ETF shares in Q2 2020, an estimated $542K.
Slow Capital first reported a position in iShares Dow Jones US ETF in Q1 2019 and held it in 5 quarters.
Slow Capital's iShares Dow Jones US ETF position peaked at $622K in Q4 2019.
146 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2020.

Based on Slow Capital's 13F filing for Q2 2020, filed 10 Aug 2020.