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IYY icon

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
TA
Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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.