BOK Financial Private Wealth’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
2024
Q3
Sell
-335
Closed -$44.3K 547
2024
Q2
$44.3K Sell
335
-498
-60% -$65.9K ﹤0.01% 269
2024
Q1
$107K Sell
833
-167
-17% -$21.4K 0.01% 203
2023
Q4
$117K Buy
+1,000
New +$117K 0.01% 191