Foundations Investment 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 | – | Sell |
-5,412
| Closed | -$737K | – | 970 |
|
|
2025
Q1 | $737K | Sell |
5,412
-1,737
| -24% | -$236K | 0.01% | 477 |
|
|
2024
Q4 | $1.02M | Buy |
7,149
+902
| +14% | +$129K | 0.02% | 392 |
|
|
2024
Q3 | $872K | Sell |
6,247
-2,890
| -32% | -$403K | 0.02% | 385 |
|
|
2024
Q2 | $1.21M | Buy |
9,137
+7,528
| +468% | +$996K | 0.03% | 307 |
|
|
2024
Q1 | $206K | Buy |
+1,609
| New | +$206K | 0.01% | 674 |
|