Founders Financial Securities’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 | $956K | Buy |
6,338
+137
| +2% | +$20.7K | 0.07% | 242 |
|
|
2025
Q1 | $833K | Sell |
6,201
-34
| -0.5% | -$4.57K | 0.07% | 250 |
|
|
2024
Q4 | $892K | Buy |
6,235
+2
| +0% | +$286 | 0.08% | 197 |
|
|
2024
Q3 | $870K | Buy |
6,233
+27
| +0.4% | +$3.77K | 0.08% | 197 |
|
|
2024
Q2 | $821K | Sell |
6,206
-667
| -10% | -$88.2K | 0.08% | 208 |
|
|
2024
Q1 | $880K | Buy |
6,873
+267
| +4% | +$34.2K | 0.09% | 182 |
|
|
2023
Q4 | $770K | Buy |
6,606
+12
| +0.2% | +$1.4K | 0.09% | 195 |
|
|
2023
Q3 | $689K | Sell |
6,594
-3
| -0% | -$313 | 0.09% | 174 |
|
|
2023
Q2 | $715K | Buy |
6,597
+935
| +17% | +$101K | 0.09% | 171 |
|
|
2023
Q1 | $567K | Buy |
5,662
+617
| +12% | +$61.7K | 0.08% | 190 |
|
|
2022
Q4 | $471K | Buy |
5,045
+35
| +0.7% | +$3.27K | 0.07% | 198 |
|
|
2022
Q3 | $439K | Buy |
+5,010
| New | +$439K | 0.08% | 187 |
|
|
2015
Q3 | – | Sell |
-6,522
| Closed | -$340K | – | 75 |
|
|
2015
Q2 | $340K | Buy |
+6,522
| New | +$340K | 0.17% | 42 |
|
|
2014
Q4 | – | Sell |
-5,556
| Closed | -$275K | – | 85 |
|
|
2014
Q3 | $275K | Buy |
5,556
+156
| +3% | +$7.72K | 0.18% | 46 |
|
|
2014
Q2 | $268K | Buy |
+5,400
| New | +$268K | 0.18% | 50 |
|
|
2014
Q1 | – | Sell |
-5,860
| Closed | -$273K | – | 75 |
|
|
2013
Q4 | $273K | Buy |
+5,860
| New | +$273K | 0.23% | 52 |
|