Garde Capital’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 | $98.1K | Hold |
650
| – | – | 0.01% | 263 |
|
2025
Q1 | $88.5K | Buy |
+650
| New | +$88.5K | 0.01% | 270 |
|
2024
Q3 | – | Sell |
-930
| Closed | -$123K | – | 271 |
|
2024
Q2 | $123K | Hold |
930
| – | – | 0.01% | 245 |
|
2024
Q1 | $119K | Hold |
930
| – | – | 0.01% | 262 |
|
2023
Q4 | $108K | Buy |
+930
| New | +$108K | 0.01% | 266 |
|
2023
Q3 | – | Sell |
-930
| Closed | -$101K | – | 267 |
|
2023
Q2 | $101K | Buy |
+930
| New | +$101K | 0.01% | 278 |
|
2022
Q2 | – | Sell |
-970
| Closed | -$108K | – | 269 |
|
2022
Q1 | $108K | Hold |
970
| – | – | 0.01% | 269 |
|
2021
Q4 | $114K | Buy |
+970
| New | +$114K | 0.01% | 269 |
|