Destination 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 | $208K | Buy |
+1,380
| New | +$208K | 0.01% | 240 |
|
|
2024
Q3 | – | Sell |
-1,544
| Closed | -$204K | – | 221 |
|
|
2024
Q2 | $204K | Sell |
1,544
-45
| -3% | -$5.95K | 0.01% | 198 |
|
|
2024
Q1 | $204K | Buy |
+1,589
| New | +$204K | 0.01% | 203 |
|
|
2022
Q1 | – | Sell |
-1,980
| Closed | -$233K | – | 200 |
|
|
2021
Q4 | $233K | Hold |
1,980
| – | – | 0.01% | 188 |
|
|
2021
Q3 | $214K | Hold |
1,980
| – | – | 0.01% | 169 |
|
|
2021
Q2 | $214K | Buy |
+1,980
| New | +$214K | 0.01% | 176 |
|
|
2019
Q3 | – | Sell |
-2,028
| Closed | -$148K | – | 324 |
|
|
2019
Q2 | $148K | Sell |
2,028
-220
| -10% | -$16.1K | 0.01% | 152 |
|
|
2019
Q1 | $159K | Sell |
2,248
-2,450
| -52% | -$173K | 0.01% | 153 |
|
|
2018
Q4 | $292K | Hold |
4,698
| – | – | 0.02% | 124 |
|
|
2018
Q3 | $342K | Sell |
4,698
-484
| -9% | -$35.2K | 0.02% | 127 |
|
|
2018
Q2 | $353K | Buy |
5,182
+394
| +8% | +$26.8K | 0.02% | 119 |
|
|
2018
Q1 | $316K | Sell |
4,788
-522
| -10% | -$34.5K | 0.02% | 128 |
|
|
2017
Q4 | $355K | Hold |
5,310
| – | – | 0.02% | 126 |
|
|
2017
Q3 | $335K | Hold |
5,310
| – | – | 0.02% | 129 |
|
|
2017
Q2 | $322K | Hold |
5,310
| – | – | 0.02% | 128 |
|
|
2017
Q1 | $314K | Hold |
5,310
| – | – | 0.02% | 128 |
|
|
2016
Q4 | $297K | Hold |
5,310
| – | – | 0.02% | 134 |
|
|
2016
Q3 | $288K | Hold |
5,310
| – | – | 0.02% | 135 |
|
|
2016
Q2 | $278K | Sell |
5,310
-1,006
| -16% | -$52.7K | 0.02% | 128 |
|
|
2016
Q1 | $322K | Hold |
6,316
| – | – | 0.03% | 109 |
|
|
2015
Q4 | $322K | Buy |
6,316
+808
| +15% | +$41.2K | 0.03% | 109 |
|
|
2015
Q3 | $266K | Sell |
5,508
-26,338
| -83% | -$1.27M | 0.03% | 109 |
|
|
2015
Q2 | $1.66M | Buy |
31,846
+26,318
| +476% | +$1.37M | 0.11% | 109 |
|
|
2015
Q1 | $290K | Sell |
5,528
-240
| -4% | -$12.6K | 0.03% | 99 |
|
|
2014
Q4 | $299K | Hold |
5,768
| – | – | 0.03% | 98 |
|
|
2014
Q3 | $286K | Sell |
5,768
-1,874
| -25% | -$92.9K | 0.03% | 115 |
|
|
2014
Q2 | $379K | Hold |
7,642
| – | – | 0.04% | 106 |
|
|
2014
Q1 | $362K | Hold |
7,642
| – | – | 0.04% | 93 |
|
|
2013
Q4 | $357K | Sell |
7,642
-476
| -6% | -$22.2K | 0.04% | 89 |
|
|
2013
Q3 | $345K | Sell |
8,118
-1,016
| -11% | -$43.2K | 0.04% | 80 |
|
|
2013
Q2 | $368K | Buy |
+9,134
| New | +$368K | 0.05% | 78 |
|