Centric 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
Q2 | $924K | Sell |
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|
2025
Q1 | $865K | Buy |
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|
2024
Q4 | $907K | Buy |
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|
2024
Q3 | $914K | Buy |
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|
2024
Q2 | $837K | Buy |
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|
2024
Q1 | $773K | Buy |
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|
2023
Q4 | $757K | Buy |
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|
2023
Q3 | $654K | Hold |
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|
2023
Q2 | $673K | Buy |
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|
2023
Q1 | $625K | Sell |
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|
2022
Q4 | $684K | Buy |
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|
2022
Q3 | $637K | Hold |
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|
2022
Q2 | $671K | Buy |
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|
2022
Q1 | $808K | Sell |
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|
2021
Q4 | $870K | Buy |
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|
2021
Q3 | $794K | Hold |
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|
2021
Q2 | $795K | Buy |
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|
2021
Q1 | $733K | Sell |
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|
2020
Q4 | $692K | Buy |
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|
2020
Q3 | $401K | Sell |
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|
2020
Q2 | $433K | Buy |
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|
2020
Q1 | $401K | Sell |
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|
2019
Q4 | $449K | Buy |
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|
2019
Q3 | $401K | Sell |
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|
2019
Q2 | $550K | Sell |
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|
2019
Q1 | $604K | Sell |
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|
2018
Q4 | $611K | Buy |
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