Destination Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $224K | Hold |
|
|||||
|
2025
Q2 | $208K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $204K | Sell |
|
|||||
|
2024
Q1 | $204K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $233K | Hold |
|
|||||
|
2021
Q3 | $214K | Hold |
|
|||||
|
2021
Q2 | $214K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $148K | Sell |
|
|||||
|
2019
Q1 | $159K | Sell |
|
|||||
|
2018
Q4 | $292K | Hold |
|
|||||
|
2018
Q3 | $342K | Sell |
|
|||||
|
2018
Q2 | $353K | Buy |
|
|||||
|
2018
Q1 | $316K | Sell |
|
|||||
|
2017
Q4 | $355K | Hold |
|
|||||
|
2017
Q3 | $335K | Hold |
|
|||||
|
2017
Q2 | $322K | Hold |
|
|||||
|
2017
Q1 | $314K | Hold |
|
|||||
|
2016
Q4 | $297K | Hold |
|
|||||
|
2016
Q3 | $288K | Hold |
|
|||||
|
2016
Q2 | $278K | Sell |
|
|||||
|
2016
Q1 | $322K | Hold |
|
|||||
|
2015
Q4 | $322K | Buy |
|
|||||
|
2015
Q3 | $266K | Sell |
|
|||||
|
2015
Q2 | $1.66M | Buy |
|
|||||
|
2015
Q1 | $290K | Sell |
|
|||||
|
2014
Q4 | $299K | Hold |
|
|||||
|
2014
Q3 | $286K | Sell |
|
|||||
|
2014
Q2 | $379K | Hold |
|
|||||
|
2014
Q1 | $362K | Hold |
|
|||||
|
2013
Q4 | $357K | Sell |
|
|||||
|
2013
Q3 | $345K | Sell |
|
|||||
|
2013
Q2 | $368K | Buy |
|