Cresset Asset Management’s iShares Dow Jones US ETF IYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$406K Buy
2022
Q3
Sell
2022
Q2
$2.17M Hold
2022
Q1
$2.61M Hold
2021
Q4
$2.77M Hold
2021
Q3
$2.53M Hold
2021
Q2
$2.54M Hold
2021
Q1
$2.34M Hold
2020
Q4
$2.21M Hold
2020
Q3
$1.96M Hold
2020
Q2
$1.8M Hold
2020
Q1
$1.48M Hold
2019
Q4
$1.87M Hold
2019
Q3
$1.73M Buy