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Whittier Trust’s iShares Dow Jones US ETF IYY Stock Holding History

Whittier Trust’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
2021
Q2 		– Sell
-760
Closed -$76K – 1540
2021
Q1 		$76K Hold
760
– – ﹤0.01% 836
2020
Q4 		$72K Buy
+760
New +$67.6K ﹤0.01% 779

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Whittier Trust's IYY Position: Q2 2021 in Review

Whittier Trust sold out of iShares Dow Jones US ETF (IYY) in Q2 2021, closing a stake of 760 shares — an estimated $76K sold.

Whittier Trust first reported a position in IYY in Q4 2020 and held it in 2 quarters. The position peaked at $76K in Q1 2021. 182 funds tracked by Wall St. Rank hold IYY as of Q2 2021.

  • Whittier Trust reported no remaining iShares Dow Jones US ETF position as of Q2 2021 after selling out during the quarter.
  • Whittier Trust sold 760 iShares Dow Jones US ETF shares in Q2 2021, an estimated $76K.
  • Whittier Trust first reported a position in iShares Dow Jones US ETF in Q4 2020 and held it in 2 quarters.
  • Whittier Trust's iShares Dow Jones US ETF position peaked at $76K in Q1 2021.
  • 182 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2021.

Based on Whittier Trust's 13F filing for Q2 2021, filed 29 Jul 2021.