Evanson Asset 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 | $555K | Buy |
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|
2025
Q2 | $514K | Buy |
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|
2025
Q1 | $462K | Buy |
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|
2024
Q4 | $485K | Buy |
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|
2024
Q3 | $472K | Buy |
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|
2024
Q2 | $446K | Buy |
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|
2024
Q1 | $430K | Buy |
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|
2023
Q4 | $391K | Buy |
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|
2023
Q3 | $347K | Hold |
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|
2023
Q2 | $360K | Buy |
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|
2023
Q1 | $332K | Buy |
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|
2022
Q4 | $309K | Buy |
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|
2022
Q3 | $287K | Hold |
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|
2022
Q2 | $303K | Buy |
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|
2022
Q1 | $364K | Buy |
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|
2021
Q4 | $384K | Buy |
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|
2021
Q3 | $349K | Hold |
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|
2021
Q2 | $349K | Buy |
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|
2021
Q1 | $322K | Hold |
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|
2020
Q4 | $304K | Buy |
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|
2020
Q3 | $267K | Buy |
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|
2020
Q2 | $245K | Buy |
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|
2020
Q1 | $200K | Hold |
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|
2019
Q4 | $253K | Buy |
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|
2019
Q3 | $231K | Hold |
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|
2019
Q2 | $229K | Buy |
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|
2019
Q1 | $220K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $224K | Sell |
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|
2018
Q2 | $684K | Hold |
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|
2018
Q1 | $663K | Buy |
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|
2017
Q4 | $670K | Sell |
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|
2017
Q3 | $830K | Sell |
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|
2017
Q2 | $968K | Hold |
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|
2017
Q1 | $944K | Buy |
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|
2016
Q4 | $893K | Sell |
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|
2016
Q3 | $868K | Sell |
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|
2016
Q2 | $1.04M | Buy |
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|
2016
Q1 | $1.02M | Buy |
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|
2015
Q4 | $1.01M | Buy |
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|
2015
Q3 | $958K | Buy |
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|
2015
Q2 | $1.03M | Buy |
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|
2015
Q1 | $1.04M | Buy |
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|
2014
Q4 | $1.03M | Buy |
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|
2014
Q3 | $982K | Buy |
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|
2014
Q2 | $981K | Buy |
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|
2014
Q1 | $615K | Hold |
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|
2013
Q4 | $606K | Buy |
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