de Creative Planning iShares Dow Jones US ETF IYY Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 6.88 M | Vender |
37,743
-231
| -0.6% | -USD 40.8 k | ﹤0.01% | 1164 |
|
|
2026
Q1 | USD 6.02 M | Comprar |
37,974
+1,168
| +3% | +USD 193 k | ﹤0.01% | 1054 |
|
|
2025
Q4 | USD 6.1 M | Vender |
36,806
-1,208
| -3% | -USD 199 k | ﹤0.01% | 873 |
|
|
2025
Q3 | USD 6.18 M | Vender |
38,014
-12
| -0% | -USD 1.88 k | ﹤0.01% | 757 |
|
|
2025
Q2 | USD 5.74 M | Vender |
38,026
-1,334
| -3% | -USD 186 k | ﹤0.01% | 715 |
|
|
2025
Q1 | USD 5.36 M | Comprar |
39,360
+698
| +2% | +USD 100 k | 0.01% | 679 |
|
|
2024
Q4 | USD 5.53 M | Vender |
38,662
-925
| -2% | -USD 133 k | 0.01% | 631 |
|
|
2024
Q3 | USD 5.53 M | Comprar |
39,587
+7
| +0% | +USD 942 | 0.01% | 608 |
|
|
2024
Q2 | USD 5.24 M | Comprar |
39,580
+44
| +0.1% | +USD 5.61 k | 0.01% | 604 |
|
|
2024
Q1 | USD 5.06 M | Vender |
39,536
-917
| -2% | -USD 112 k | 0.01% | 603 |
|
|
2023
Q4 | USD 4.71 M | Vender |
40,453
-294
| -0.7% | -USD 32 k | 0.01% | 582 |
|
|
2023
Q3 | USD 4.26 M | Comprar |
40,747
+74
| +0.2% | +USD 8.05 k | 0.01% | 578 |
|
|
2023
Q2 | USD 4.41 M | Vender |
40,673
-923
| -2% | -USD 94.4 k | 0.01% | 553 |
|
|
2023
Q1 | USD 4.16 M | Comprar |
41,596
+1,870
| +5% | +USD 183 k | 0.01% | 551 |
|
|
2022
Q4 | USD 3.71 M | Comprar |
39,726
+1,800
| +5% | +USD 169 k | 0.01% | 550 |
|
|
2022
Q3 | USD 3.33 M | Comprar |
37,926
+416
| +1% | +USD 40.5 k | 0.01% | 542 |
|
|
2022
Q2 | USD 3.46 M | Comprar |
37,510
+40
| +0.1% | +USD 4.02 k | 0.01% | 546 |
|
|
2022
Q1 | USD 4.17 M | Comprar |
37,470
+123
| +0.3% | +USD 13.5 k | 0.01% | 502 |
|
|
2021
Q4 | USD 4.4 M | Vender |
37,347
-2,504
| -6% | -USD 287 k | 0.01% | 447 |
|
|
2021
Q3 | USD 4.3 M | Comprar |
39,851
+2,508
| +7% | +USD 278 k | 0.01% | 451 |
|
|
2021
Q2 | USD 4.03 M | Comprar |
37,343
+375
| +1% | +USD 39.4 k | 0.01% | 466 |
|
|
2021
Q1 | USD 3.69 M | Comprar |
36,968
+185
| +0.5% | +USD 18.1 k | 0.01% | 488 |
|
|
2020
Q4 | USD 3.47 M | Vender |
36,783
-15
| -0% | -USD 1.33 k | 0.01% | 469 |
|
|
2020
Q3 | USD 3.07 M | Vender |
36,798
-554
| -1% | -USD 45.6 k | 0.01% | 428 |
|
|
2020
Q2 | USD 2.86 M | Vender |
37,352
-612
| -2% | -USD 44.2 k | 0.01% | 394 |
|
|
2020
Q1 | USD 2.4 M | Vender |
37,964
-246
| -0.6% | -USD 18.6 k | 0.01% | 381 |
|
|
2019
Q4 | USD 3.05 M | Vender |
38,210
-852
| -2% | -USD 65.1 k | 0.01% | 395 |
|
|
2019
Q3 | USD 2.88 M | Vender |
39,062
-134
| -0.3% | -USD 9.9 k | 0.01% | 403 |
|
|
2019
Q2 | USD 2.86 M | Vender |
39,196
-906
| -2% | -USD 65.1 k | 0.01% | 399 |
|
|
2019
Q1 | USD 2.83 M | Comprar |
40,102
+2,004
| +5% | +USD 136 k | 0.01% | 376 |
|
|
2018
Q4 | USD 2.37 M | Vender |
38,098
-314
| -0.8% | -USD 21.1 k | 0.01% | 391 |
|
|
2018
Q3 | USD 2.8 M | Comprar |
38,412
+250
| +0.7% | +USD 17.9 k | 0.01% | 395 |
|
|
2018
Q2 | USD 2.6 M | Mantener |
38,162
| – | – | 0.01% | 410 |
|
|
2018
Q1 | USD 2.52 M | Vender |
38,162
-26
| -0.1% | -USD 1.78 k | 0.01% | 405 |
|
|
2017
Q4 | USD 2.55 M | Comprar |
38,188
+494
| +1% | +USD 32.2 k | 0.01% | 403 |
|
|
2017
Q3 | USD 2.38 M | Vender |
37,694
-158
| -0.4% | -USD 9.8 k | 0.01% | 413 |
|
|
2017
Q2 | USD 2.3 M | Vender |
37,852
-904
| -2% | -USD 54.3 k | 0.01% | 400 |
|
|
2017
Q1 | USD 2.29 M | Comprar |
38,756
+336
| +0.9% | +USD 19.6 k | 0.01% | 382 |
|
|
2016
Q4 | USD 2.15 M | Vender |
38,420
-4,862
| -11% | -USD 266 k | 0.01% | 385 |
|
|
2016
Q3 | USD 2.35 M | Comprar |
43,282
+90
| +0.2% | +USD 4.87 k | 0.02% | 345 |
|
|
2016
Q2 | USD 2.26 M | Vender |
43,192
-68
| -0.2% | -USD 3.52 k | 0.02% | 310 |
|
|
2016
Q1 | USD 2.22 M | Comprar |
43,260
+72
| +0.2% | +USD 3.5 k | 0.02% | 294 |
|
|
2015
Q4 | USD 2.2 M | Vender |
43,188
-2,234
| -5% | -USD 115 k | 0.02% | 285 |
|
|
2015
Q3 | USD 2.19 M | Comprar |
45,422
+5,096
| +13% | +USD 261 k | 0.02% | 282 |
|
|
2015
Q2 | USD 2.1 M | Comprar |
40,326
+148
| +0.4% | +USD 7.87 k | 0.02% | 286 |
|
|
2015
Q1 | USD 2.11 M | Comprar |
40,178
+708
| +2% | +USD 36.9 k | 0.02% | 271 |
|
|
2014
Q4 | USD 2.04 M | Comprar |
39,470
+62
| +0.2% | +USD 3.14 k | 0.02% | 266 |
|
|
2014
Q3 | USD 1.95 M | Mantener |
39,408
| – | – | 0.02% | 248 |
|
|
2014
Q2 | USD 1.95 M | Vender |
39,408
-880
| -2% | -USD 42.3 k | 0.03% | 231 |
|
|
2014
Q1 | USD 1.91 M | Vender |
40,288
-2,800
| -6% | -USD 130 k | 0.03% | 203 |
|
|
2013
Q4 | USD 2.01 M | Comprar |
43,088
+2,550
| +6% | +USD 114 k | 0.03% | 181 |
|
|
2013
Q3 | USD 1.73 M | Mantener |
40,538
| – | – | 0.03% | 171 |
|
|
2013
Q2 | USD 1.64 M | Comprar |
+40,538
| Nuevas | +USD 1.64 M | 0.04% | 162 |
|
Otros fondos que tienen IYY en su cartera
Posición de Creative Planning en IYY: resumen de T2 2026
Creative Planning redujo su participación en iShares Dow Jones US ETF (IYY) en 0.61% durante T2 2026, al vender acciones por un valor estimado de USD 40.8 k, y conservó 37,743 acciones valuadas en USD 6.88 M. La posición representa ﹤0.01% de la cartera y ocupa el puesto #1164.
Creative Planning reportó por primera vez una posición en IYY en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 294 fondos que sigue Wall St. Rank mantienen una posición en IYY.
- Al cierre de T2 2026, Creative Planning tenía 37,743 acciones de iShares Dow Jones US ETF con un valor de USD 6.88 M.
- Creative Planning vendió 231 acciones de iShares Dow Jones US ETF en T2 2026, por un valor estimado de USD 40.8 k.
- iShares Dow Jones US ETF representó ﹤0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 1164.
- Creative Planning reportó por primera vez una posición en iShares Dow Jones US ETF en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 294 fondos que sigue Wall St. Rank tenían iShares Dow Jones US ETF en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.