Farther Finance Advisors’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 | $805K | Sell |
5,335
-299
| -5% | -$45.1K | 0.02% | 688 |
|
|
2025
Q1 | $770K | Hold |
5,634
| – | – | 0.02% | 609 |
|
|
2024
Q4 | $806K | Hold |
5,634
| – | – | 0.03% | 439 |
|
|
2024
Q3 | $786K | Buy |
5,634
+379
| +7% | +$52.9K | 0.03% | 421 |
|
|
2024
Q2 | $697K | Sell |
5,255
-47
| -0.9% | -$6.23K | 0.03% | 382 |
|
|
2024
Q1 | $677K | Buy |
5,302
+22
| +0.4% | +$2.81K | 0.04% | 326 |
|
|
2023
Q4 | $615K | Buy |
+5,280
| New | +$615K | 0.04% | 313 |
|