Focus Partners Wealth’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 | $1.94M | Buy |
12,862
+270
| +2% | +$40.7K | ﹤0.01% | 906 |
|
|
2025
Q1 | $1.71M | Sell |
12,592
-2,180
| -15% | -$297K | ﹤0.01% | 886 |
|
|
2024
Q4 | $2.11M | Buy |
14,772
+7,186
| +95% | +$1.03M | 0.01% | 813 |
|
|
2024
Q3 | $1.06M | Sell |
7,586
-1,750
| -19% | -$244K | ﹤0.01% | 920 |
|
|
2024
Q2 | $1.28M | Buy |
9,336
+2,150
| +30% | +$294K | ﹤0.01% | 753 |
|
|
2024
Q1 | $878K | Buy |
+7,186
| New | +$878K | 0.01% | 629 |
|