Corient Private Wealth
IYY icon

Corient Private Wealth’s iShares Dow Jones US ETF IYY Stock Holding History

Corient Private Wealth’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$628K Buy
2025
Q1 		$565K Buy
2024
Q4 		$593K Sell
2024
Q3 		$686K Buy
2024
Q2 		$548K Buy
2024
Q1 		$518K Sell
2023
Q4 		$506K Buy
2023
Q3 		$454K Hold
2023
Q2 		$470K Buy
2023
Q1 		$241K Buy