Cetera Investment Advisers’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 | $8.93M | Buy |
59,159
+1,776
| +3% | +$268K | 0.02% | 885 |
|
|
2025
Q1 | $7.81M | Buy |
57,383
+6,625
| +13% | +$902K | 0.02% | 886 |
|
|
2024
Q4 | $7.26M | Sell |
50,758
-1,169
| -2% | -$167K | 0.02% | 852 |
|
|
2024
Q3 | $7.25M | Sell |
51,927
-673
| -1% | -$93.9K | 0.02% | 827 |
|
|
2024
Q2 | $6.96M | Buy |
52,600
+7,919
| +18% | +$1.05M | 0.02% | 825 |
|
|
2024
Q1 | $5.72M | Buy |
44,681
+40,851
| +1,067% | +$5.23M | 0.01% | 916 |
|
|
2023
Q4 | $446K | Hold |
3,830
| – | – | ﹤0.01% | 1544 |
|
|
2023
Q3 | $400K | Buy |
3,830
+30
| +0.8% | +$3.13K | ﹤0.01% | 1549 |
|
|
2023
Q2 | $412K | Buy |
3,800
+1,320
| +53% | +$143K | ﹤0.01% | 1559 |
|
|
2023
Q1 | $248K | Sell |
2,480
-1,400
| -36% | -$140K | ﹤0.01% | 1822 |
|
|
2022
Q4 | $363K | Buy |
3,880
+1,400
| +56% | +$131K | ﹤0.01% | 1539 |
|
|
2022
Q3 | $217K | Sell |
2,480
-1,400
| -36% | -$123K | ﹤0.01% | 1455 |
|
|
2022
Q2 | $358K | Hold |
3,880
| – | – | 0.01% | 1301 |
|
|
2022
Q1 | $432K | Sell |
3,880
-147
| -4% | -$16.4K | 0.01% | 1266 |
|
|
2021
Q4 | $475K | Sell |
4,027
-100
| -2% | -$11.8K | 0.01% | 1209 |
|
|
2021
Q3 | $445K | Hold |
4,127
| – | – | 0.01% | 1215 |
|
|
2021
Q2 | $446K | Sell |
4,127
-530
| -11% | -$57.3K | 0.01% | 1189 |
|
|
2021
Q1 | $465K | Sell |
4,657
-247
| -5% | -$24.7K | 0.01% | 1020 |
|
|
2020
Q4 | $463K | Buy |
4,904
+2,010
| +69% | +$190K | 0.01% | 994 |
|
|
2020
Q3 | $241K | Hold |
2,894
| – | – | 0.02% | 549 |
|
|
2020
Q2 | $222K | Buy |
+2,894
| New | +$222K | 0.02% | 549 |
|