Aspect Partners’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 | $353K | Hold |
2,342
| – | – | 0.17% | 56 |
|
|
2025
Q1 | $319K | Hold |
2,342
| – | – | 0.18% | 51 |
|
|
2024
Q4 | $335K | Hold |
2,342
| – | – | 0.19% | 49 |
|
|
2024
Q3 | $327K | Hold |
2,342
| – | – | 0.18% | 51 |
|
|
2024
Q2 | $310K | Hold |
2,342
| – | – | 0.18% | 57 |
|
|
2024
Q1 | $300K | Hold |
2,342
| – | – | 0.24% | 56 |
|
|
2023
Q4 | $273K | Buy |
+2,342
| New | +$273K | 0.18% | 56 |
|