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Campbell Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

Campbell Wealth Management’s Portfolio IYY Stock Details IYY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,745
Closed -$320K – 95
2023
Q4 		$320K Buy
2,745
+11
+0.4% +$1.28K 0.04% 46
2023
Q3 		$286K Buy
+2,734
New +$286K 0.03% 54