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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
New +$3.68K ﹤0.01% 390
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 		$1K Buy
+35
New +$4.02K ﹤0.01% 275

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFS
Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 7 quarters. The position peaked at $4K in Q3 2023. 219 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 7 quarters.
  • Strengthening Families & Communities LLC's iShares Dow Jones US ETF position peaked at $4K in Q3 2023.
  • 219 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.