Geneos Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $391K | Hold |
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|
2025
Q2 | $363K | Sell |
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|
2025
Q1 | $587K | Buy |
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|
2024
Q4 | $273K | Sell |
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|
2024
Q3 | $294K | Hold |
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|
2024
Q2 | $279K | Hold |
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|
2024
Q1 | $270K | Hold |
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|
2023
Q4 | $246K | Hold |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $228K | Hold |
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|
2023
Q1 | $211K | Hold |
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|
2022
Q4 | $197K | Hold |
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|
2022
Q3 | $184K | Hold |
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|
2022
Q2 | $196K | Sell |
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|
2022
Q1 | $244K | Sell |
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|
2021
Q4 | $298K | Sell |
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|
2021
Q3 | $314K | Hold |
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|
2021
Q2 | $314K | Sell |
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|
2021
Q1 | $324K | Hold |
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|
2020
Q4 | $308K | Sell |
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|
2020
Q3 | $257K | Hold |
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|
2020
Q2 | $234K | Hold |
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|
2020
Q1 | $196K | Buy |
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|
2019
Q4 | $240K | Sell |
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|
2019
Q3 | $230K | Hold |
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|
2019
Q2 | $229K | Hold |
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|
2019
Q1 | $222K | Buy |
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|
2018
Q4 | $173K | Hold |
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|
2018
Q3 | $204K | Buy |
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|
2018
Q2 | $157K | Hold |
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|
2018
Q1 | $152K | Hold |
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|
2017
Q4 | $154K | Hold |
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|
2017
Q3 | $145K | Sell |
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|
2017
Q2 | $149K | Sell |
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|
2017
Q1 | $152K | Buy |
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|
2016
Q4 | $134K | Hold |
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|
2016
Q3 | $130K | Sell |
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|
2016
Q2 | $126K | Sell |
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|
2016
Q1 | $127K | Buy |
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