GeoWealth Management’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
Q1 | – | Sell |
-22,904
| Closed | -$3.28M | – | 1458 |
|
|
2024
Q4 | $3.28M | Buy |
22,904
+517
| +2% | +$74K | 0.11% | 129 |
|
|
2024
Q3 | $3.13M | Buy |
+22,387
| New | +$3.13M | 0.11% | 140 |
|
|
2024
Q2 | – | Sell |
-21,806
| Closed | -$2.79M | – | 910 |
|
|
2024
Q1 | $2.79M | Buy |
21,806
+19,709
| +940% | +$2.52M | 0.11% | 140 |
|
|
2023
Q4 | $244K | Buy |
+2,097
| New | +$244K | 0.02% | 460 |
|