Glassman Wealth Services’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 | $30.2K | Hold |
200
| – | – | ﹤0.01% | 123 |
|
|
2025
Q1 | $27.2K | Hold |
200
| – | – | ﹤0.01% | 124 |
|
|
2024
Q4 | $28.6K | Hold |
200
| – | – | ﹤0.01% | 122 |
|
|
2024
Q3 | $27.9K | Hold |
200
| – | – | ﹤0.01% | 123 |
|
|
2024
Q2 | $26.5K | Hold |
200
| – | – | ﹤0.01% | 129 |
|
|
2024
Q1 | $25.6K | Hold |
200
| – | – | 0.01% | 135 |
|
|
2023
Q4 | $23.3K | Sell |
200
-76
| -28% | -$8.86K | ﹤0.01% | 648 |
|
|
2023
Q3 | $28.8K | Hold |
276
| – | – | ﹤0.01% | 566 |
|
|
2023
Q2 | $29.9K | Hold |
276
| – | – | ﹤0.01% | 533 |
|
|
2023
Q1 | $27.6K | Sell |
276
-24
| -8% | -$2.4K | ﹤0.01% | 553 |
|
|
2022
Q4 | $28K | Hold |
300
| – | – | 0.01% | 571 |
|
|
2022
Q3 | $26K | Hold |
300
| – | – | 0.01% | 551 |
|
|
2022
Q2 | $28K | Hold |
300
| – | – | 0.01% | 532 |
|
|
2022
Q1 | $33K | Hold |
300
| – | – | 0.01% | 501 |
|
|
2021
Q4 | $35K | Hold |
300
| – | – | 0.01% | 458 |
|
|
2021
Q3 | $32K | Hold |
300
| – | – | 0.01% | 453 |
|
|
2021
Q2 | $32K | Hold |
300
| – | – | 0.01% | 443 |
|
|
2021
Q1 | $30K | Hold |
300
| – | – | 0.01% | 426 |
|
|
2020
Q4 | $28K | Hold |
300
| – | – | 0.01% | 439 |
|
|
2020
Q3 | $25K | Hold |
300
| – | – | 0.01% | 406 |
|
|
2020
Q2 | $23K | Hold |
300
| – | – | 0.01% | 363 |
|
|
2020
Q1 | $19K | Buy |
300
+100
| +50% | +$6.33K | 0.01% | 351 |
|
|
2019
Q4 | $16K | Hold |
200
| – | – | 0.01% | 413 |
|
|
2019
Q3 | $15K | Hold |
200
| – | – | 0.01% | 395 |
|
|
2019
Q2 | $15K | Hold |
200
| – | – | 0.01% | 400 |
|
|
2019
Q1 | $14K | Hold |
200
| – | – | 0.01% | 409 |
|
|
2018
Q4 | $12K | Buy |
+200
| New | +$12K | 0.01% | 350 |
|