Empirical 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
Q2 | $646K | Buy |
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|
2025
Q1 | $514K | Hold |
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|
2024
Q4 | $541K | Hold |
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|
2024
Q3 | $528K | Hold |
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|
2024
Q2 | $500K | Hold |
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|
2024
Q1 | $484K | Hold |
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|
2023
Q4 | $440K | Hold |
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|
2023
Q3 | $395K | Hold |
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|
2023
Q2 | $409K | Hold |
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|
2023
Q1 | $378K | Hold |
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|
2022
Q4 | $353K | Hold |
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|
2022
Q3 | $331K | Hold |
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|
2022
Q2 | $349K | Hold |
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|
2022
Q1 | $421K | Hold |
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|
2021
Q4 | $445K | Buy |
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|
2021
Q3 | $317K | Buy |
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