Bogart Wealth LLC’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	$10.7K	Hold	71	–	–	﹤0.01%	779
2025 Q1	$9.66K	Buy	71 +1	+1%	+$136	﹤0.01%	756
2024 Q4	$10K	Buy	70 +30	+75%	+$4.29K	﹤0.01%	731
2024 Q3	$5.58K	Buy	+40	New	+$5.58K	﹤0.01%	809