GG
GenWealth Group’s iShares Dow Jones US ETF IYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $903K | Sell |
5,984
-550
| -8% | -$83K | 0.18% | 43 |
|
|
2025
Q1 | $889K | Sell |
6,534
-211
| -3% | -$28.7K | 0.2% | 40 |
|
|
2024
Q4 | $965K | Sell |
6,745
-220
| -3% | -$31.5K | 0.22% | 40 |
|
|
2024
Q3 | $972K | Sell |
6,965
-397
| -5% | -$55.4K | 0.22% | 42 |
|
|
2024
Q2 | $974K | Sell |
7,362
-283
| -4% | -$37.4K | 0.24% | 42 |
|
|
2024
Q1 | $979K | Sell |
7,645
-119
| -2% | -$15.2K | 0.25% | 41 |
|
|
2023
Q4 | $905K | Sell |
7,764
-460
| -6% | -$53.6K | 0.25% | 41 |
|
|
2023
Q3 | $859K | Sell |
8,224
-216
| -3% | -$22.6K | 0.26% | 41 |
|
|
2023
Q2 | $914K | Sell |
8,440
-48
| -0.6% | -$5.2K | 0.26% | 39 |
|
|
2023
Q1 | $849K | Sell |
8,488
-145
| -2% | -$14.5K | 0.26% | 39 |
|
|
2022
Q4 | $807K | Hold |
8,633
| – | – | 0.26% | 40 |
|
|
2022
Q3 | $757K | Sell |
8,633
-656
| -7% | -$57.5K | 0.26% | 31 |
|
|
2022
Q2 | $858K | Sell |
9,289
-519
| -5% | -$47.9K | 0.27% | 30 |
|
|
2022
Q1 | $1.09M | Sell |
9,808
-93
| -0.9% | -$10.4K | 0.3% | 35 |
|
|
2021
Q4 | $1.17M | Sell |
9,901
-114
| -1% | -$13.4K | 0.32% | 33 |
|
|
2021
Q3 | $1.08M | Sell |
10,015
-917
| -8% | -$98.9K | 0.32% | 30 |
|
|
2021
Q2 | $1.18M | Sell |
10,932
-4,002
| -27% | -$432K | 0.35% | 30 |
|
|
2021
Q1 | $1.49M | Sell |
14,934
-2,553
| -15% | -$255K | 0.47% | 28 |
|
|
2020
Q4 | $1.65M | Buy |
17,487
+7,927
| +83% | +$748K | 0.55% | 30 |
|
|
2020
Q3 | $1.63M | Sell |
9,560
-158
| -2% | -$26.9K | 0.59% | 29 |
|
|
2020
Q2 | $1.5M | Hold |
9,718
| – | – | 0.58% | 30 |
|
|
2020
Q1 | $1.23M | Sell |
9,718
-18
| -0.2% | -$2.27K | 0.53% | 20 |
|
|
2019
Q4 | $1.55M | Hold |
9,736
| – | – | 0.6% | 27 |
|
|
2019
Q3 | $1.44M | Hold |
9,736
| – | – | 0.6% | 27 |
|
|
2019
Q2 | $1.44M | Sell |
9,736
-400
| -4% | -$59.1K | 0.61% | 26 |
|
|
2019
Q1 | $1.45M | Hold |
10,136
| – | – | 0.66% | 26 |
|
|
2018
Q4 | $1.26M | Hold |
10,136
| – | – | 0.63% | 25 |
|
|
2018
Q3 | $1.48M | Sell |
10,136
-43
| -0.4% | -$6.27K | 0.68% | 26 |
|
|
2018
Q2 | $1.38M | Sell |
10,179
-343
| -3% | -$46.6K | 0.68% | 26 |
|
|
2018
Q1 | $1.39M | Sell |
10,522
-305
| -3% | -$40.3K | 0.71% | 24 |
|
|
2017
Q4 | $1.53M | Sell |
10,827
-245
| -2% | -$34.6K | 0.77% | 27 |
|
|
2017
Q3 | $1.4M | Hold |
11,072
| – | – | 0.84% | 22 |
|
|
2017
Q2 | $1.34M | Buy |
+11,072
| New | +$1.34M | 0.9% | 21 |
|