Empirical 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 | $646K | Buy |
4,279
+500
| +13% | +$75.4K | 0.01% | 378 |
|
|
2025
Q1 | $514K | Hold |
3,779
| – | – | 0.01% | 396 |
|
|
2024
Q4 | $541K | Hold |
3,779
| – | – | 0.01% | 370 |
|
|
2024
Q3 | $528K | Hold |
3,779
| – | – | 0.01% | 355 |
|
|
2024
Q2 | $500K | Hold |
3,779
| – | – | 0.01% | 360 |
|
|
2024
Q1 | $484K | Hold |
3,779
| – | – | 0.01% | 351 |
|
|
2023
Q4 | $440K | Hold |
3,779
| – | – | 0.01% | 339 |
|
|
2023
Q3 | $395K | Hold |
3,779
| – | – | 0.02% | 335 |
|
|
2023
Q2 | $409K | Hold |
3,779
| – | – | 0.02% | 336 |
|
|
2023
Q1 | $378K | Hold |
3,779
| – | – | 0.02% | 361 |
|
|
2022
Q4 | $353K | Hold |
3,779
| – | – | 0.02% | 358 |
|
|
2022
Q3 | $331K | Hold |
3,779
| – | – | 0.02% | 362 |
|
|
2022
Q2 | $349K | Hold |
3,779
| – | – | 0.02% | 356 |
|
|
2022
Q1 | $421K | Hold |
3,779
| – | – | 0.02% | 353 |
|
|
2021
Q4 | $445K | Buy |
3,779
+839
| +29% | +$98.8K | 0.02% | 362 |
|
|
2021
Q3 | $317K | Buy |
+2,940
| New | +$317K | 0.02% | 369 |
|