Brass Tax Wealth Management’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
$905K Hold
6,000
0.17% 61
2025
Q1
$817K Hold
6,000
0.17% 69
2024
Q4
$859K Hold
6,000
0.18% 60
2024
Q3
$838K Hold
6,000
0.18% 61
2024
Q2
$794K Hold
6,000
0.34% 44
2024
Q1
$769K Buy
+6,000
New +$769K 0.4% 37