Clarity Wealth Advisors’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 | $320K | Sell |
2,119
-80
| -4% | -$12.1K | 0.08% | 80 |
|
|
2025
Q1 | $299K | Hold |
2,199
| – | – | 0.08% | 75 |
|
|
2024
Q4 | $315K | Sell |
2,199
-111
| -5% | -$15.9K | 0.09% | 74 |
|
|
2024
Q3 | $322K | Hold |
2,310
| – | – | 0.09% | 76 |
|
|
2024
Q2 | $306K | Hold |
2,310
| – | – | 0.1% | 75 |
|
|
2024
Q1 | $296K | Hold |
2,310
| – | – | 0.1% | 76 |
|
|
2023
Q4 | $269K | Hold |
2,310
| – | – | 0.1% | 77 |
|
|
2023
Q3 | $241K | Hold |
2,310
| – | – | 0.11% | 69 |
|
|
2023
Q2 | $250K | Sell |
2,310
-243
| -10% | -$26.3K | 0.11% | 68 |
|
|
2023
Q1 | $255K | Buy |
2,553
+374
| +17% | +$37.4K | 0.13% | 60 |
|
|
2022
Q4 | $204K | Buy |
+2,179
| New | +$204K | 0.12% | 61 |
|
|
2022
Q3 | – | Sell |
-2,179
| Closed | -$201K | – | 66 |
|
|
2022
Q2 | $201K | Hold |
2,179
| – | – | 0.12% | 71 |
|
|
2022
Q1 | $242K | Sell |
2,179
-13
| -0.6% | -$1.44K | 0.11% | 60 |
|
|
2021
Q4 | $258K | Sell |
2,192
-29
| -1% | -$3.41K | 0.12% | 61 |
|
|
2021
Q3 | $239K | Hold |
2,221
| – | – | 0.12% | 62 |
|
|
2021
Q2 | $239K | Sell |
2,221
-47
| -2% | -$5.06K | 0.12% | 56 |
|
|
2021
Q1 | $226K | Hold |
2,268
| – | – | 0.13% | 56 |
|
|
2020
Q4 | $213K | Buy |
+2,268
| New | +$213K | 0.13% | 56 |
|
|
2020
Q3 | – | Sell |
-2,744
| Closed | -$210K | – | 60 |
|
|
2020
Q2 | $210K | Buy |
+2,744
| New | +$210K | 0.17% | 60 |
|
|
2020
Q1 | – | Sell |
-2,812
| Closed | -$224K | – | 63 |
|
|
2019
Q4 | $224K | Buy |
+2,812
| New | +$224K | 0.19% | 61 |
|