Beacon Pointe Advisors’s iShares Dow Jones US ETF IYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Sell |
1,890
-200
| -10% | -$30.2K | ﹤0.01% | 1053 |
|
|
2025
Q1 | $284K | Hold |
2,090
| – | – | ﹤0.01% | 1025 |
|
|
2024
Q4 | $299K | Hold |
2,090
| – | – | ﹤0.01% | 995 |
|
|
2024
Q3 | $292K | Hold |
2,090
| – | – | ﹤0.01% | 1017 |
|
|
2024
Q2 | $277K | Hold |
2,090
| – | – | ﹤0.01% | 1060 |
|
|
2024
Q1 | $268K | Buy |
2,090
+38
| +2% | +$4.87K | ﹤0.01% | 1131 |
|
|
2023
Q4 | $239K | Buy |
+2,052
| New | +$239K | ﹤0.01% | 1133 |
|
|
2020
Q2 | – | Sell |
-5,250
| Closed | -$331K | – | 406 |
|
|
2020
Q1 | $331K | Buy |
+5,250
| New | +$331K | 0.05% | 221 |
|