Avantax Advisory Services’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 | $259K | Buy |
1,715
+2
| +0.1% | +$302 | ﹤0.01% | 2027 |
|
|
2025
Q1 | $233K | Buy |
1,713
+122
| +8% | +$16.6K | ﹤0.01% | 2007 |
|
|
2024
Q4 | $228K | Sell |
1,591
-111
| -7% | -$15.9K | ﹤0.01% | 1974 |
|
|
2024
Q3 | $238K | Buy |
+1,702
| New | +$238K | ﹤0.01% | 1912 |
|
|
2022
Q3 | – | Sell |
-4,976
| Closed | -$460K | – | 1362 |
|
|
2022
Q2 | $460K | Sell |
4,976
-4,552
| -48% | -$421K | 0.01% | 822 |
|
|
2022
Q1 | $1.06M | Sell |
9,528
-148
| -2% | -$16.5K | 0.01% | 527 |
|
|
2021
Q4 | $1.14M | Buy |
9,676
+15
| +0.2% | +$1.77K | 0.02% | 501 |
|
|
2021
Q3 | $1.04M | Buy |
9,661
+463
| +5% | +$49.8K | 0.02% | 477 |
|
|
2021
Q2 | $995K | Buy |
9,198
+439
| +5% | +$47.5K | 0.02% | 476 |
|
|
2021
Q1 | $876K | Buy |
8,759
+1,345
| +18% | +$135K | 0.02% | 461 |
|
|
2020
Q4 | $696K | Sell |
7,414
-12,834
| -63% | -$1.2M | 0.02% | 458 |
|
|
2020
Q3 | $1.7M | Buy |
20,248
+14,278
| +239% | +$1.2M | 0.03% | 396 |
|
|
2020
Q2 | $464K | Buy |
5,970
+1,108
| +23% | +$86.1K | 0.01% | 499 |
|
|
2020
Q1 | $306K | Sell |
4,862
-246
| -5% | -$15.5K | 0.01% | 568 |
|
|
2019
Q4 | $407K | Sell |
5,108
-184
| -3% | -$14.7K | 0.01% | 538 |
|
|
2019
Q3 | $386K | Buy |
5,292
+408
| +8% | +$29.8K | 0.02% | 370 |
|
|
2019
Q2 | $357K | Buy |
4,884
+782
| +19% | +$57.2K | 0.02% | 363 |
|
|
2019
Q1 | $290K | Buy |
+4,102
| New | +$290K | 0.02% | 362 |
|