Beacon Pointe Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Beacon Pointe Advisors’s Portfolio IYY Stock Details IYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$285K	Sell
2025 Q1	$284K	Hold
2024 Q4	$299K	Hold
2024 Q3	$292K	Hold
2024 Q2	$277K	Hold
2024 Q1	$268K	Buy
2023 Q4	$239K	Buy
2020 Q2	–	Sell
2020 Q1	$331K	Buy