Advisornet Financial’s iShares Dow Jones US ETF IYY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$76.1K	Hold	480	–	–	﹤0.01%	910
2025 Q4	$79.6K	Hold	480	–	–	﹤0.01%	898
2025 Q3	$78K	Hold	480	–	–	﹤0.01%	872
2025 Q2	$72.4K	Hold	480	–	–	﹤0.01%	865
2025 Q1	$65.3K	Hold	480	–	–	﹤0.01%	853
2024 Q4	$68.7K	Hold	480	–	–	0.01%	787
2024 Q3	$67K	Hold	480	–	–	0.01%	812
2024 Q2	$63.5K	Hold	480	–	–	0.01%	749
2024 Q1	$61.5K	Hold	480	–	–	0.01%	752
2023 Q4	$55.9K	Hold	480	–	–	0.01%	782
2023 Q3	$50.1K	Hold	480	–	–	﹤0.01%	785
2023 Q2	$52K	Sell	480 -200	-29%	-$20.5K	﹤0.01%	802
2023 Q1	$68K	Hold	680	–	–	0.01%	712
2022 Q4	$63.5K	Sell	680 -950	-58%	-$89.3K	0.01%	732
2022 Q3	$143K	Hold	1,630	–	–	0.01%	576
2022 Q2	$151K	Sell	1,630 -1,350	-45%	-$136K	0.01%	565
2022 Q1	$332K	Hold	2,980	–	–	0.02%	442
2021 Q4	$351K	Buy	2,980 +635	+27%	+$72.9K	0.02%	469
2021 Q3	$253K	Buy	+2,345	New	+$260K	0.02%	508
2020 Q2	–	Sell	-276	Closed	-$17K	–	1854
2020 Q1	$17K	Hold	276	–	–	﹤0.01%	1107
2019 Q4	$22K	Sell	276 -200	-42%	-$15.3K	﹤0.01%	1164
2019 Q3	$35K	Buy	476 +200	+72%	+$14.7K	﹤0.01%	1031
2019 Q2	$20K	Hold	276	–	–	﹤0.01%	1049
2019 Q1	$19K	Sell	276 -8,000	-97%	-$543K	﹤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%	+$542K	0.08%	217
2018 Q1	$18K	Hold	276	–	–	﹤0.01%	949
2017 Q4	$18K	Buy	+276	New	+$18K	﹤0.01%	881