Global Retirement Partners’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 | $209K | Buy |
+1,385
| New | +$209K | 0.01% | 1068 |
|
|
2024
Q4 | $194K | Buy |
1,359
+3
| +0.2% | +$429 | 0.01% | 964 |
|
|
2024
Q3 | $189K | Buy |
1,356
+4
| +0.3% | +$558 | 0.01% | 932 |
|
|
2024
Q2 | $179K | Buy |
1,352
+3
| +0.2% | +$397 | 0.01% | 929 |
|
|
2024
Q1 | $173K | Buy |
1,349
+227
| +20% | +$29.1K | 0.01% | 845 |
|
|
2023
Q4 | $130K | Buy |
1,122
+5
| +0.4% | +$580 | 0.01% | 918 |
|
|
2023
Q3 | $116K | Buy |
1,117
+4
| +0.4% | +$415 | 0.01% | 871 |
|
|
2023
Q2 | $121K | Buy |
1,113
+3
| +0.3% | +$325 | 0.01% | 867 |
|
|
2023
Q1 | $110K | Buy |
1,110
+4
| +0.4% | +$397 | 0.01% | 874 |
|
|
2022
Q4 | $103K | Buy |
1,106
+5
| +0.5% | +$467 | 0.01% | 803 |
|
|
2022
Q3 | $104K | Sell |
1,101
-2,359
| -68% | -$223K | 0.01% | 761 |
|
|
2022
Q2 | $320K | Hold |
3,460
| – | – | 0.03% | 445 |
|
|
2022
Q1 | $333K | Buy |
+3,460
| New | +$333K | 0.03% | 440 |
|
|
2018
Q2 | – | Sell |
-18,946
| Closed | -$1.25M | – | 1544 |
|
|
2018
Q1 | $1.25M | Buy |
+18,946
| New | +$1.25M | 0.35% | 58 |
|
|
2017
Q4 | – | Sell |
-11,834
| Closed | -$746K | – | 1447 |
|
|
2017
Q3 | $746K | Buy |
11,834
+11,416
| +2,731% | +$720K | 0.31% | 62 |
|
|
2017
Q2 | $25K | Buy |
+418
| New | +$25K | 0.01% | 553 |
|