UMB Bank’s iShares Dow Jones US ETF IYY Stock Holding History

UMB Bank’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
2024 Q2	–	Sell	-892	Closed	-$114K	–	2182
2024 Q1	$114K	Buy	+892	New	+$109K	﹤0.01%	670

Other funds holding IYY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SFS

Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UMB Bank's IYY Position: Q2 2024 in Review

UMB Bank sold out of iShares Dow Jones US ETF (IYY) in Q2 2024, closing a stake of 892 shares — an estimated $114K sold.

UMB Bank first reported a position in IYY in Q1 2024 and held it in 1 quarter. The position peaked at $114K in Q1 2024. 221 funds tracked by Wall St. Rank hold IYY as of Q2 2024.

UMB Bank reported no remaining iShares Dow Jones US ETF position as of Q2 2024 after selling out during the quarter.
UMB Bank sold 892 iShares Dow Jones US ETF shares in Q2 2024, an estimated $114K.
UMB Bank first reported a position in iShares Dow Jones US ETF in Q1 2024 and held it in 1 quarter.
UMB Bank's iShares Dow Jones US ETF position peaked at $114K in Q1 2024.
221 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2024.

Based on UMB Bank's 13F filing for Q2 2024, filed 29 Jul 2024.