CCG Wealth Management’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
Q3 | $537K | Hold |
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|
2025
Q2 | $498K | Hold |
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|
2025
Q1 | $449K | Hold |
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|
2024
Q4 | $472K | Hold |
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|
2024
Q3 | $461K | Hold |
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|
2024
Q2 | $437K | Hold |
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|
2024
Q1 | $423K | Sell |
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|
2023
Q4 | $386K | Hold |
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|
2023
Q3 | $346K | Hold |
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|
2023
Q2 | $359K | Hold |
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|
2023
Q1 | $332K | Hold |
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|
2022
Q4 | $310K | Hold |
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|
2022
Q3 | $291K | Hold |
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|
2022
Q2 | $306K | Hold |
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|
2022
Q1 | $369K | Hold |
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|
2021
Q4 | $391K | Hold |
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|
2021
Q3 | $357K | Hold |
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|
2021
Q2 | $358K | Hold |
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|
2021
Q1 | $331K | Hold |
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|
2020
Q4 | $313K | Hold |
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|
2020
Q3 | $276K | Hold |
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|
2020
Q2 | $254K | Sell |
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|
2020
Q1 | $249K | Hold |
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|
2019
Q4 | $315K | Hold |
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|
2019
Q3 | $292K | Sell |
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|
2019
Q2 | $296K | Sell |
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|
2019
Q1 | $303K | Sell |
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|
2018
Q4 | $272K | Buy |
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