Fiduciary Alliance’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 | $456K | Buy |
3,020
+8
| +0.3% | +$1.21K | 0.03% | 333 |
|
|
2025
Q1 | $410K | Buy |
3,012
+7
| +0.2% | +$953 | 0.04% | 282 |
|
|
2024
Q4 | $430K | Buy |
3,005
+9
| +0.3% | +$1.29K | 0.04% | 254 |
|
|
2024
Q3 | $418K | Buy |
2,996
+10
| +0.3% | +$1.4K | 0.06% | 172 |
|
|
2024
Q2 | $398K | Buy |
2,986
+7
| +0.2% | +$933 | 0.06% | 147 |
|
|
2024
Q1 | $380K | Buy |
2,979
+7
| +0.2% | +$894 | 0.07% | 142 |
|
|
2023
Q4 | $346K | Buy |
2,972
+24
| +0.8% | +$2.8K | 0.07% | 139 |
|
|
2023
Q3 | $308K | Hold |
2,948
| – | – | 0.07% | 136 |
|
|
2023
Q2 | $319K | Buy |
2,948
+8
| +0.3% | +$867 | 0.07% | 124 |
|
|
2023
Q1 | $294K | Buy |
2,940
+10
| +0.3% | +$1K | 0.07% | 117 |
|
|
2022
Q4 | $274K | Buy |
+2,930
| New | +$274K | 0.07% | 120 |
|