Financial Partners Group (Kansas)’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 | $409K | Hold |
2,711
| – | – | 0.06% | 135 |
|
|
2025
Q1 | $369K | Sell |
2,711
-135
| -5% | -$18.4K | 0.06% | 126 |
|
|
2024
Q4 | $407K | Hold |
2,846
| – | – | 0.06% | 115 |
|
|
2024
Q3 | $397K | Hold |
2,846
| – | – | 0.06% | 125 |
|
|
2024
Q2 | $377K | Hold |
2,846
| – | – | 0.06% | 120 |
|
|
2024
Q1 | $364K | Hold |
2,846
| – | – | 0.06% | 122 |
|
|
2023
Q4 | $332K | Hold |
2,846
| – | – | 0.06% | 120 |
|
|
2023
Q3 | $300K | Hold |
2,846
| – | – | 0.06% | 119 |
|
|
2023
Q2 | $311K | Hold |
2,846
| – | – | 0.06% | 118 |
|
|
2023
Q1 | $285K | Hold |
2,846
| – | – | 0.06% | 124 |
|
|
2022
Q4 | $288K | Buy |
+2,846
| New | +$288K | 0.06% | 131 |
|