Strengthening Families & Communities LLC’s iShares Dow Jones US ETF IYY Stock Holding History

Strengthening Families & Communities LLC’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
2023 Q4	–	Sell	-36	Closed	-$4K	–	296
2023 Q3	$4K	Hold	36	–	–	﹤0.01%	363
2023 Q2	$4K	Buy	36 +1	+3%	+$102	﹤0.01%	390
2023 Q1	$4	Hold	35	–	–	﹤0.01%	322
2022 Q4	$3K	Hold	35	–	–	﹤0.01%	297
2022 Q3	$3K	Hold	35	–	–	﹤0.01%	432
2022 Q2	$4K	Hold	35	–	–	﹤0.01%	289
2022 Q1	$4K	Hold	35	–	–	﹤0.01%	287
2021 Q4	$1	Buy	+35	New	+$4.02K	﹤0.01%	275

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SFS

Sharp Financial Services Horsham, Pennsylvania $203M AUM 25.9% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strengthening Families & Communities LLC's IYY Position: Q4 2023 in Review

Strengthening Families & Communities LLC sold out of iShares Dow Jones US ETF (IYY) in Q4 2023, closing a stake of 36 shares — an estimated $4K sold.

Strengthening Families & Communities LLC first reported a position in IYY in Q4 2021 and held it in 8 quarters. The position peaked at $4K in Q3 2023. 218 funds tracked by Wall St. Rank hold IYY as of Q4 2023.

Strengthening Families & Communities LLC reported no remaining iShares Dow Jones US ETF position as of Q4 2023 after selling out during the quarter.
Strengthening Families & Communities LLC sold 36 iShares Dow Jones US ETF shares in Q4 2023, an estimated $4K.
Strengthening Families & Communities LLC first reported a position in iShares Dow Jones US ETF in Q4 2021 and held it in 8 quarters.
Strengthening Families & Communities LLC's iShares Dow Jones US ETF position peaked at $4K in Q3 2023.
218 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2023.

Based on Strengthening Families & Communities LLC's 13F filing for Q4 2023, filed 12 Feb 2024.