Advisor Group’s iShares Dow Jones US ETF IYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $5.73M | Sell |
71,824
-11,292
| -14% | -$901K | 0.04% | 372 |
|
|
2019
Q3 | $6.13M | Buy |
83,116
+8,440
| +11% | +$623K | 0.05% | 350 |
|
|
2019
Q2 | $5.46M | Buy |
74,676
+9,706
| +15% | +$709K | 0.04% | 364 |
|
|
2019
Q1 | $4.59M | Buy |
64,970
+43,486
| +202% | +$3.07M | 0.04% | 396 |
|
|
2018
Q4 | $1.34M | Buy |
21,484
+10,226
| +91% | +$636K | 0.01% | 802 |
|
|
2018
Q3 | $819K | Buy |
11,258
+4,350
| +63% | +$316K | 0.01% | 1122 |
|
|
2018
Q2 | $472K | Buy |
6,908
+260
| +4% | +$17.8K | 0.01% | 1347 |
|
|
2018
Q1 | $439K | Buy |
6,648
+18
| +0.3% | +$1.19K | 0.01% | 1404 |
|
|
2017
Q4 | $443K | Sell |
6,630
-148
| -2% | -$9.89K | 0.01% | 1410 |
|
|
2017
Q3 | $427K | Buy |
6,778
+212
| +3% | +$13.4K | 0.01% | 1310 |
|
|
2017
Q2 | $397K | Sell |
6,566
-12,014
| -65% | -$726K | 0.01% | 1299 |
|
|
2017
Q1 | $1.1M | Sell |
18,580
-1,360
| -7% | -$80.4K | 0.02% | 666 |
|
|
2016
Q4 | $1.12M | Sell |
19,940
-6,256
| -24% | -$350K | 0.03% | 616 |
|
|
2016
Q3 | $1.42M | Buy |
26,196
+15,344
| +141% | +$833K | 0.03% | 517 |
|
|
2016
Q2 | $565K | Buy |
+10,852
| New | +$565K | 0.01% | 855 |
|