Advisornet Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.4K | Hold |
480
| – | – | ﹤0.01% | 858 |
|
|
2025
Q1 | $65.3K | Hold |
480
| – | – | ﹤0.01% | 849 |
|
|
2024
Q4 | $68.7K | Hold |
480
| – | – | 0.01% | 782 |
|
|
2024
Q3 | $67K | Hold |
480
| – | – | 0.01% | 811 |
|
|
2024
Q2 | $63.5K | Hold |
480
| – | – | 0.01% | 748 |
|
|
2024
Q1 | $61.5K | Hold |
480
| – | – | 0.01% | 752 |
|
|
2023
Q4 | $55.9K | Hold |
480
| – | – | 0.01% | 782 |
|
|
2023
Q3 | $50.2K | Hold |
480
| – | – | ﹤0.01% | 785 |
|
|
2023
Q2 | $52K | Sell |
480
-200
| -29% | -$21.7K | ﹤0.01% | 802 |
|
|
2023
Q1 | $68K | Hold |
680
| – | – | 0.01% | 712 |
|
|
2022
Q4 | $63.5K | Sell |
680
-950
| -58% | -$88.8K | 0.01% | 732 |
|
|
2022
Q3 | $143K | Hold |
1,630
| – | – | 0.01% | 573 |
|
|
2022
Q2 | $151K | Sell |
1,630
-1,350
| -45% | -$125K | 0.01% | 562 |
|
|
2022
Q1 | $332K | Hold |
2,980
| – | – | 0.02% | 440 |
|
|
2021
Q4 | $351K | Buy |
2,980
+635
| +27% | +$74.8K | 0.02% | 467 |
|
|
2021
Q3 | $253K | Buy |
+2,345
| New | +$253K | 0.02% | 505 |
|
|
2020
Q2 | – | Sell |
-276
| Closed | -$17K | – | 1833 |
|
|
2020
Q1 | $17K | Hold |
276
| – | – | ﹤0.01% | 1101 |
|
|
2019
Q4 | $22K | Sell |
276
-200
| -42% | -$15.9K | ﹤0.01% | 1159 |
|
|
2019
Q3 | $35K | Buy |
476
+200
| +72% | +$14.7K | ﹤0.01% | 1026 |
|
|
2019
Q2 | $20K | Hold |
276
| – | – | ﹤0.01% | 1044 |
|
|
2019
Q1 | $19K | Sell |
276
-8,000
| -97% | -$551K | ﹤0.01% | 1011 |
|
|
2018
Q4 | $515K | Hold |
8,276
| – | – | 0.07% | 244 |
|
|
2018
Q3 | $602K | Hold |
8,276
| – | – | 0.08% | 238 |
|
|
2018
Q2 | $564K | Buy |
8,276
+8,000
| +2,899% | +$545K | 0.08% | 217 |
|
|
2018
Q1 | $18K | Hold |
276
| – | – | ﹤0.01% | 949 |
|
|
2017
Q4 | $18K | Buy |
+276
| New | +$18K | ﹤0.01% | 881 |
|