Balasa Dinverno & Foltz’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
2022
Q2
Sell
-1,966
Closed -$219K 351
2022
Q1
$219K Hold
1,966
0.01% 325
2021
Q4
$232K Hold
1,966
0.01% 312
2021
Q3
$212K Hold
1,966
0.01% 314
2021
Q2
$212K Buy
+1,966
New +$212K 0.02% 311