Cassaday & Co 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 | $352K | Hold |
2,331
| – | – | 0.01% | 246 |
|
|
2025
Q1 | $317K | Hold |
2,331
| – | – | 0.01% | 246 |
|
|
2024
Q4 | $334K | Hold |
2,331
| – | – | 0.01% | 242 |
|
|
2024
Q3 | $325K | Hold |
2,331
| – | – | 0.01% | 227 |
|
|
2024
Q2 | $308K | Hold |
2,331
| – | – | 0.01% | 223 |
|
|
2024
Q1 | $299K | Sell |
2,331
-40
| -2% | -$5.12K | 0.01% | 229 |
|
|
2023
Q4 | $276K | Buy |
2,371
+40
| +2% | +$4.66K | 0.01% | 215 |
|
|
2023
Q3 | $244K | Hold |
2,331
| – | – | 0.01% | 215 |
|
|
2023
Q2 | $253K | Hold |
2,331
| – | – | 0.01% | 218 |
|
|
2023
Q1 | $233K | Buy |
+2,331
| New | +$233K | 0.01% | 230 |
|