Strid Group’s iShares Dow Jones US ETF IYY Stock Holding History

Strid Group’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
2019 Q1	–	Sell	-3,692	Closed	-$230K	–	26
2018 Q4	$230K	Buy	+3,692	New	+$248K	0.09%	29

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Strid Group's IYY Position: Q1 2019 in Review

Strid Group sold out of iShares Dow Jones US ETF (IYY) in Q1 2019, closing a stake of 3,692 shares — an estimated $230K sold.

Strid Group first reported a position in IYY in Q4 2018 and held it in 1 quarter. The position peaked at $230K in Q4 2018. 154 funds tracked by Wall St. Rank hold IYY as of Q1 2019.

Strid Group reported no remaining iShares Dow Jones US ETF position as of Q1 2019 after selling out during the quarter.
Strid Group sold 3,692 iShares Dow Jones US ETF shares in Q1 2019, an estimated $230K.
Strid Group first reported a position in iShares Dow Jones US ETF in Q4 2018 and held it in 1 quarter.
Strid Group's iShares Dow Jones US ETF position peaked at $230K in Q4 2018.
154 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2019.

Based on Strid Group's 13F filing for Q1 2019, filed 13 May 2019.