EP Wealth Advisors’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 | $3.47M | Buy |
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|
2025
Q1 | $3.11M | Sell |
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|
2024
Q4 | $3.28M | Buy |
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|
2024
Q3 | $2.21M | Sell |
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|
2024
Q2 | $2.1M | Sell |
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|
2024
Q1 | $2.06M | Sell |
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|
2023
Q4 | $1.91M | Sell |
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|
2023
Q3 | $1.78M | Sell |
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|
2023
Q2 | $2.07M | Buy |
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|
2023
Q1 | $899K | Sell |
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|
2022
Q4 | $1.96M | Sell |
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|
2022
Q3 | $2.18M | Sell |
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|
2022
Q2 | $2.31M | Sell |
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|
2022
Q1 | $2.94M | Sell |
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|
2021
Q4 | $3.15M | Sell |
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|
2021
Q3 | $2.89M | Sell |
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|
2021
Q2 | $2.91M | Sell |
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|
2021
Q1 | $2.75M | Sell |
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|
2020
Q4 | $2.6M | Hold |
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|
2020
Q3 | $2.29M | Sell |
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|
2020
Q2 | $2.18M | Sell |
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|
2020
Q1 | $1.93M | Buy |
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|
2019
Q4 | $1.47M | Buy |
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