Cary Street Partners Investment Advisory’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
2023
Q4
Sell
-516
Closed -$53.9K 1240
2023
Q3
$53.9K Buy
+516
New +$53.9K ﹤0.01% 854
2020
Q4
Sell
-158
Closed -$13K 624
2020
Q3
$13K Buy
+158
New +$13K ﹤0.01% 730