Baird Financial Group’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 | $634K | Buy |
4,201
+543
| +15% | +$81.9K | ﹤0.01% | 1345 |
|
2025
Q1 | $498K | Hold |
3,658
| – | – | ﹤0.01% | 1396 |
|
2024
Q4 | $523K | Hold |
3,658
| – | – | ﹤0.01% | 1369 |
|
2024
Q3 | $511K | Buy |
+3,658
| New | +$511K | ﹤0.01% | 1373 |
|
2018
Q4 | – | Sell |
-9,150
| Closed | -$668K | – | 1320 |
|
2018
Q3 | $668K | Buy |
+9,150
| New | +$668K | ﹤0.01% | 961 |
|