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Beam Wealth Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Beam Wealth Advisors’s Portfolio IYY Stock Details IYY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-8,821
Closed -$1.11M – 154
2020
Q1 		$1.11M Buy
+8,821
New +$1.11M 1.1% 25