Edge Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

Edge Wealth Management’s Portfolio IYY Stock Details IYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$401K	Hold	2,652	–	–	0.08%	53
2025 Q1	$361K	Hold	2,652	–	–	0.07%	54
2024 Q4	$379K	Hold	2,652	–	–	0.08%	55
2024 Q3	$370K	Hold	2,652	–	–	0.07%	56
2024 Q2	$351K	Sell	2,652 -548	-17%	-$72.5K	0.07%	55
2024 Q1	$410K	Hold	3,200	–	–	0.09%	53
2023 Q4	$373K	Hold	3,200	–	–	0.08%	54
2023 Q3	$334K	Hold	3,200	–	–	0.08%	54
2023 Q2	$347K	Hold	3,200	–	–	0.08%	57
2023 Q1	$320K	Hold	3,200	–	–	0.07%	56
2022 Q4	$296K	Hold	3,200	–	–	0.07%	64
2022 Q3	$283K	Hold	3,200	–	–	0.06%	65
2022 Q2	$296K	Hold	3,200	–	–	0.06%	64
2022 Q1	$356K	Hold	3,200	–	–	0.07%	63
2021 Q4	$377K	Hold	3,200	–	–	0.07%	74
2021 Q3	$345K	Hold	3,200	–	–	0.07%	78
2021 Q2	$345K	Hold	3,200	–	–	0.07%	80
2021 Q1	$320K	Hold	3,200	–	–	0.07%	81
2020 Q4	$302K	Hold	3,200	–	–	0.07%	82
2020 Q3	$267K	Hold	3,200	–	–	0.06%	92
2020 Q2	$245K	Hold	3,200	–	–	0.05%	129
2020 Q1	$204K	Hold	3,200	–	–	0.04%	134
2019 Q4	$255K	Hold	3,200	–	–	0.05%	133
2019 Q3	$236K	Hold	3,200	–	–	0.05%	125
2019 Q2	$234K	Hold	3,200	–	–	0.05%	130
2019 Q1	$226K	Hold	3,200	–	–	0.06%	126
2018 Q4	$199K	Hold	3,200	–	–	0.06%	138
2018 Q3	$233K	Hold	3,200	–	–	0.06%	133
2018 Q2	$218K	Hold	3,200	–	–	0.06%	138
2018 Q1	$211K	Hold	3,200	–	–	0.06%	121
2017 Q4	$214K	Hold	3,200	–	–	0.06%	125
2017 Q3	$201K	Hold	3,200	–	–	0.06%	126
2017 Q2	$194K	Hold	3,200	–	–	0.06%	130
2017 Q1	$189K	Hold	3,200	–	–	0.07%	125
2016 Q4	$179K	Hold	3,200	–	–	0.07%	121
2016 Q3	$174K	Hold	3,200	–	–	0.07%	109
2016 Q2	$167K	Hold	3,200	–	–	0.07%	113
2016 Q1	$164K	Hold	3,200	–	–	0.07%	106
2015 Q4	$164K	Hold	3,200	–	–	0.06%	113
2015 Q3	$153K	Hold	3,200	–	–	0.06%	114
2015 Q2	$167K	Hold	3,200	–	–	0.06%	116
2015 Q1	$168K	Hold	3,200	–	–	0.06%	108
2014 Q4	$166K	Hold	3,200	–	–	0.06%	114
2014 Q3	$159K	Hold	3,200	–	–	0.06%	105
2014 Q2	$159K	Hold	3,200	–	–	0.07%	107
2014 Q1	$152K	Hold	3,200	–	–	0.06%	105
2013 Q4	$149K	Hold	3,200	–	–	0.07%	99
2013 Q3	$136K	Hold	3,200	–	–	0.08%	85
2013 Q2	$130K	Buy	+3,200	New	+$130K	0.09%	76