AE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Sell |
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|
2025
Q1 | $694K | Sell |
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|
2024
Q4 | $997K | Buy |
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|
2024
Q3 | $852K | Buy |
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|
2024
Q2 | $270K | Sell |
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|
2024
Q1 | $265K | Sell |
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|
2023
Q4 | $838K | Sell |
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|
2023
Q3 | $931K | Buy |
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|
2023
Q2 | $222K | Sell |
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|
2023
Q1 | $235K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $229K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $265K | Buy |
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|
2021
Q3 | $224K | Sell |
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|
2021
Q2 | $251K | Buy |
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