CAPTRUST Financial Advisors’s iShares Dow Jones US ETF IYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Sell |
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|
2025
Q1 | $3.17M | Sell |
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|
2024
Q4 | $3.38M | Sell |
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|
2024
Q3 | $3.3M | Sell |
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|
2024
Q2 | $3.14M | Sell |
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|
2024
Q1 | $4.9M | Sell |
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|
2023
Q4 | $4.7M | Sell |
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|
2023
Q3 | $4.34M | Sell |
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|
2023
Q2 | $4.59M | Sell |
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|
2023
Q1 | $4.94M | Sell |
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|
2022
Q4 | $4.69M | Sell |
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|
2022
Q3 | $4.58M | Sell |
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|
2022
Q2 | $4.88M | Sell |
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|
2022
Q1 | $5.89M | Sell |
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|
2021
Q4 | $7.08M | Buy |
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|
2021
Q3 | $6.46M | Sell |
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|
2021
Q2 | $6.77M | Sell |
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|
2021
Q1 | $6.26M | Sell |
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|
2020
Q4 | $6.28M | Sell |
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|
2020
Q3 | $5.64M | Sell |
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|
2020
Q2 | $5.27M | Buy |
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|
2020
Q1 | $3.95M | Buy |
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|
2019
Q4 | $5.24M | Buy |
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|
2019
Q3 | $3.98M | Sell |
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|
2019
Q2 | $3.98M | Sell |
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|
2019
Q1 | $3.85M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $3K | Buy |
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