Summit X LLC’s iShares Dow Jones US ETF IYY Stock Holding History

Summit X 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
2020 Q4	–	Sell	-58	Closed	-$333	–	348
2020 Q3	$333	Buy	+58	New	+$4.77K	0.01%	351

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Summit X LLC's IYY Position: Q4 2020 in Review

Summit X LLC sold out of iShares Dow Jones US ETF (IYY) in Q4 2020, closing a stake of 58 shares — an estimated $333 sold.

Summit X LLC first reported a position in IYY in Q3 2020 and held it in 1 quarter. The position peaked at $333 in Q3 2020. 168 funds tracked by Wall St. Rank hold IYY as of Q4 2020.

Summit X LLC reported no remaining iShares Dow Jones US ETF position as of Q4 2020 after selling out during the quarter.
Summit X LLC sold 58 iShares Dow Jones US ETF shares in Q4 2020, an estimated $333.
Summit X LLC first reported a position in iShares Dow Jones US ETF in Q3 2020 and held it in 1 quarter.
Summit X LLC's iShares Dow Jones US ETF position peaked at $333 in Q3 2020.
168 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2020.

Based on Summit X LLC's 13F filing for Q4 2020, filed 29 Jan 2021.