Geneva Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $466K | Sell |
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|
2017
Q1 | $469K | Sell |
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|
2016
Q4 | $514K | Buy |
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|
2016
Q3 | $497K | Buy |
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|
2016
Q2 | $479K | Hold |
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|
2016
Q1 | $469K | Hold |
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|
2015
Q4 | $467K | Buy |
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|
2015
Q3 | $382K | Sell |
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|
2015
Q2 | $428K | Hold |
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|
2015
Q1 | $430K | Buy |
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|
2014
Q4 | $416K | Buy |
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