Avantax Advisory Services’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 | $259K | Buy |
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|
2025
Q1 | $233K | Buy |
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|
2024
Q4 | $228K | Sell |
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|
2024
Q3 | $238K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $460K | Sell |
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|
2022
Q1 | $1.06M | Sell |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $1.04M | Buy |
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|
2021
Q2 | $995K | Buy |
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|
2021
Q1 | $876K | Buy |
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|
2020
Q4 | $696K | Sell |
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|
2020
Q3 | $1.7M | Buy |
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|
2020
Q2 | $464K | Buy |
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|
2020
Q1 | $306K | Sell |
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|
2019
Q4 | $407K | Sell |
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|
2019
Q3 | $386K | Buy |
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|
2019
Q2 | $357K | Buy |
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|
2019
Q1 | $290K | Buy |
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