Creative Planning’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 | $5.74M | Sell |
38,026
-1,334
| -3% | -$201K | ﹤0.01% | 714 |
|
|
2025
Q1 | $5.36M | Buy |
39,360
+698
| +2% | +$95K | 0.01% | 678 |
|
|
2024
Q4 | $5.53M | Sell |
38,662
-925
| -2% | -$132K | 0.01% | 630 |
|
|
2024
Q3 | $5.53M | Buy |
39,587
+7
| +0% | +$977 | 0.01% | 608 |
|
|
2024
Q2 | $5.24M | Buy |
39,580
+44
| +0.1% | +$5.82K | 0.01% | 604 |
|
|
2024
Q1 | $5.06M | Sell |
39,536
-917
| -2% | -$117K | 0.01% | 603 |
|
|
2023
Q4 | $4.71M | Sell |
40,453
-294
| -0.7% | -$34.3K | 0.01% | 581 |
|
|
2023
Q3 | $4.26M | Buy |
40,747
+74
| +0.2% | +$7.73K | 0.01% | 578 |
|
|
2023
Q2 | $4.41M | Sell |
40,673
-923
| -2% | -$100K | 0.01% | 553 |
|
|
2023
Q1 | $4.16M | Buy |
41,596
+1,870
| +5% | +$187K | 0.01% | 551 |
|
|
2022
Q4 | $3.71M | Buy |
39,726
+1,800
| +5% | +$168K | 0.01% | 549 |
|
|
2022
Q3 | $3.33M | Buy |
37,926
+416
| +1% | +$36.5K | 0.01% | 541 |
|
|
2022
Q2 | $3.46M | Buy |
37,510
+40
| +0.1% | +$3.69K | 0.01% | 545 |
|
|
2022
Q1 | $4.17M | Buy |
37,470
+123
| +0.3% | +$13.7K | 0.01% | 502 |
|
|
2021
Q4 | $4.4M | Sell |
37,347
-2,504
| -6% | -$295K | 0.01% | 447 |
|
|
2021
Q3 | $4.3M | Buy |
39,851
+2,508
| +7% | +$271K | 0.01% | 451 |
|
|
2021
Q2 | $4.03M | Buy |
37,343
+375
| +1% | +$40.5K | 0.01% | 466 |
|
|
2021
Q1 | $3.69M | Buy |
36,968
+185
| +0.5% | +$18.5K | 0.01% | 482 |
|
|
2020
Q4 | $3.47M | Sell |
36,783
-15
| -0% | -$1.42K | 0.01% | 462 |
|
|
2020
Q3 | $3.07M | Sell |
36,798
-554
| -1% | -$46.2K | 0.01% | 422 |
|
|
2020
Q2 | $2.86M | Sell |
37,352
-612
| -2% | -$46.8K | 0.01% | 388 |
|
|
2020
Q1 | $2.4M | Sell |
37,964
-246
| -0.6% | -$15.5K | 0.01% | 379 |
|
|
2019
Q4 | $3.05M | Sell |
38,210
-852
| -2% | -$68K | 0.01% | 393 |
|
|
2019
Q3 | $2.88M | Sell |
39,062
-134
| -0.3% | -$9.89K | 0.01% | 401 |
|
|
2019
Q2 | $2.86M | Sell |
39,196
-906
| -2% | -$66.2K | 0.01% | 397 |
|
|
2019
Q1 | $2.83M | Buy |
40,102
+2,004
| +5% | +$142K | 0.01% | 375 |
|
|
2018
Q4 | $2.37M | Sell |
38,098
-314
| -0.8% | -$19.5K | 0.01% | 390 |
|
|
2018
Q3 | $2.8M | Buy |
38,412
+250
| +0.7% | +$18.2K | 0.01% | 393 |
|
|
2018
Q2 | $2.6M | Hold |
38,162
| – | – | 0.01% | 407 |
|
|
2018
Q1 | $2.52M | Sell |
38,162
-26
| -0.1% | -$1.72K | 0.01% | 403 |
|
|
2017
Q4 | $2.55M | Buy |
38,188
+494
| +1% | +$33K | 0.01% | 401 |
|
|
2017
Q3 | $2.38M | Sell |
37,694
-158
| -0.4% | -$9.96K | 0.01% | 412 |
|
|
2017
Q2 | $2.3M | Sell |
37,852
-904
| -2% | -$54.8K | 0.01% | 398 |
|
|
2017
Q1 | $2.29M | Buy |
38,756
+336
| +0.9% | +$19.9K | 0.01% | 381 |
|
|
2016
Q4 | $2.15M | Sell |
38,420
-4,862
| -11% | -$272K | 0.01% | 384 |
|
|
2016
Q3 | $2.35M | Buy |
43,282
+90
| +0.2% | +$4.88K | 0.02% | 345 |
|
|
2016
Q2 | $2.26M | Sell |
43,192
-68
| -0.2% | -$3.56K | 0.02% | 310 |
|
|
2016
Q1 | $2.22M | Buy |
43,260
+72
| +0.2% | +$3.69K | 0.02% | 294 |
|
|
2015
Q4 | $2.2M | Sell |
43,188
-2,234
| -5% | -$114K | 0.02% | 284 |
|
|
2015
Q3 | $2.19M | Buy |
45,422
+5,096
| +13% | +$246K | 0.02% | 282 |
|
|
2015
Q2 | $2.1M | Buy |
40,326
+148
| +0.4% | +$7.72K | 0.02% | 286 |
|
|
2015
Q1 | $2.11M | Buy |
40,178
+708
| +2% | +$37.1K | 0.02% | 270 |
|
|
2014
Q4 | $2.04M | Buy |
39,470
+62
| +0.2% | +$3.21K | 0.02% | 265 |
|
|
2014
Q3 | $1.95M | Hold |
39,408
| – | – | 0.02% | 248 |
|
|
2014
Q2 | $1.95M | Sell |
39,408
-880
| -2% | -$43.6K | 0.03% | 231 |
|
|
2014
Q1 | $1.91M | Sell |
40,288
-2,800
| -6% | -$133K | 0.03% | 203 |
|
|
2013
Q4 | $2.01M | Buy |
43,088
+2,550
| +6% | +$119K | 0.03% | 181 |
|
|
2013
Q3 | $1.73M | Hold |
40,538
| – | – | 0.03% | 171 |
|
|
2013
Q2 | $1.64M | Buy |
+40,538
| New | +$1.64M | 0.04% | 162 |
|