AE Wealth Management’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 | $729K | Sell |
4,833
-264
| -5% | -$39.8K | 0.01% | 805 |
|
|
2025
Q1 | $694K | Sell |
5,097
-1,871
| -27% | -$255K | 0.01% | 821 |
|
|
2024
Q4 | $997K | Buy |
6,968
+864
| +14% | +$124K | 0.01% | 696 |
|
|
2024
Q3 | $852K | Buy |
6,104
+4,067
| +200% | +$568K | 0.01% | 739 |
|
|
2024
Q2 | $270K | Sell |
2,037
-32
| -2% | -$4.23K | ﹤0.01% | 1066 |
|
|
2024
Q1 | $265K | Sell |
2,069
-4,971
| -71% | -$637K | ﹤0.01% | 999 |
|
|
2023
Q4 | $838K | Sell |
7,040
-1,873
| -21% | -$223K | ﹤0.01% | 1218 |
|
|
2023
Q3 | $931K | Buy |
8,913
+6,868
| +336% | +$718K | 0.01% | 1122 |
|
|
2023
Q2 | $222K | Sell |
2,045
-300
| -13% | -$32.5K | ﹤0.01% | 1704 |
|
|
2023
Q1 | $235K | Buy |
+2,345
| New | +$235K | ﹤0.01% | 1662 |
|
|
2022
Q3 | – | Sell |
-2,479
| Closed | -$229K | – | 1805 |
|
|
2022
Q2 | $229K | Buy |
+2,479
| New | +$229K | ﹤0.01% | 1544 |
|
|
2022
Q1 | – | Sell |
-2,249
| Closed | -$265K | – | 1742 |
|
|
2021
Q4 | $265K | Buy |
2,249
+175
| +8% | +$20.6K | ﹤0.01% | 1496 |
|
|
2021
Q3 | $224K | Sell |
2,074
-247
| -11% | -$26.7K | ﹤0.01% | 1484 |
|
|
2021
Q2 | $251K | Buy |
+2,321
| New | +$251K | ﹤0.01% | 1412 |
|