Congress 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	$732K	Buy	4,850 +1	+0%	+$151	0.01%	801
2025 Q1	$660K	Sell	4,849 -880	-15%	-$120K	0.01%	736
2024 Q4	$820K	Buy	5,729 +185	+3%	+$26.5K	0.01%	550
2024 Q3	$774K	Buy	+5,544	New	+$774K	0.01%	560