Asset Advisors Investment 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 | $3.45M | Sell |
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2025
Q1 | $3.13M | Sell |
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|
2024
Q4 | $3.38M | Sell |
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|
2024
Q3 | $3.33M | Sell |
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|
2024
Q2 | $3.16M | Sell |
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|
2024
Q1 | $3.11M | Hold |
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|
2023
Q4 | $2.83M | Hold |
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|
2023
Q3 | $2.54M | Hold |
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|
2023
Q2 | $2.63M | Sell |
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|
2023
Q1 | $2.47M | Sell |
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|
2022
Q4 | $2.33M | Hold |
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|
2022
Q3 | $2.18M | Hold |
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|
2022
Q2 | $2.3M | Hold |
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|
2022
Q1 | $2.77M | Buy |
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|
2021
Q4 | $2.92M | Hold |
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|
2021
Q3 | $2.67M | Hold |
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|
2021
Q2 | $2.68M | Sell |
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|
2021
Q1 | $2.67M | Hold |
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|
2020
Q4 | $2.43M | Hold |
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|
2020
Q3 | $2.15M | Sell |
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|
2020
Q2 | $1.99M | Sell |
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|
2020
Q1 | $1.65M | Hold |
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|
2019
Q4 | $2.13M | Buy |
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|
2019
Q3 | $1.89M | Sell |
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|
2019
Q2 | $6.03M | Sell |
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|
2019
Q1 | $5.97M | Sell |
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|
2018
Q4 | $5.34M | Sell |
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|
2018
Q3 | $6.3M | Buy |
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