Edge 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 | $403K | Sell |
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|
2025
Q2 | $401K | Hold |
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|
2025
Q1 | $361K | Hold |
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|
2024
Q4 | $379K | Hold |
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|
2024
Q3 | $370K | Hold |
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|
2024
Q2 | $351K | Sell |
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|
2024
Q1 | $410K | Hold |
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|
2023
Q4 | $373K | Hold |
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|
2023
Q3 | $334K | Hold |
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|
2023
Q2 | $347K | Hold |
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|
2023
Q1 | $320K | Hold |
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|
2022
Q4 | $296K | Hold |
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|
2022
Q3 | $283K | Hold |
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|
2022
Q2 | $296K | Hold |
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|
2022
Q1 | $356K | Hold |
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|
2021
Q4 | $377K | Hold |
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|
2021
Q3 | $345K | Hold |
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|
2021
Q2 | $345K | Hold |
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|
2021
Q1 | $320K | Hold |
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|
2020
Q4 | $302K | Hold |
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|
2020
Q3 | $267K | Hold |
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|
2020
Q2 | $245K | Hold |
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|
2020
Q1 | $204K | Hold |
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|
2019
Q4 | $255K | Hold |
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|
2019
Q3 | $236K | Hold |
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|
2019
Q2 | $234K | Hold |
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|
2019
Q1 | $226K | Hold |
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|
2018
Q4 | $199K | Hold |
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|
2018
Q3 | $233K | Hold |
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|
2018
Q2 | $218K | Hold |
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|
2018
Q1 | $211K | Hold |
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|
2017
Q4 | $214K | Hold |
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|
2017
Q3 | $201K | Hold |
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|
2017
Q2 | $194K | Hold |
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|
2017
Q1 | $189K | Hold |
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|
2016
Q4 | $179K | Hold |
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|
2016
Q3 | $174K | Hold |
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|
2016
Q2 | $167K | Hold |
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|
2016
Q1 | $164K | Hold |
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|
2015
Q4 | $164K | Hold |
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|
2015
Q3 | $153K | Hold |
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|
2015
Q2 | $167K | Hold |
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|
2015
Q1 | $168K | Hold |
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|
2014
Q4 | $166K | Hold |
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|
2014
Q3 | $159K | Hold |
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|
2014
Q2 | $159K | Hold |
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|
2014
Q1 | $152K | Hold |
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|
2013
Q4 | $149K | Hold |
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|
2013
Q3 | $136K | Hold |
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|
2013
Q2 | $130K | Buy |
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