Global Retirement Partners’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
2025 Q4	$231K	Buy	1,391 +3	+0.2%	+$494	﹤0.01%	1387
2025 Q3	$225K	Buy	1,388 +3	+0.2%	+$469	0.01%	1107
2025 Q2	$209K	Buy	+1,385	New	+$193K	0.01%	1068
2024 Q4	$194K	Buy	1,359 +3	+0.2%	+$432	0.01%	964
2024 Q3	$189K	Buy	1,356 +4	+0.3%	+$538	0.01%	932
2024 Q2	$179K	Buy	1,352 +3	+0.2%	+$383	0.01%	929
2024 Q1	$173K	Buy	1,349 +227	+20%	+$27.6K	0.01%	845
2023 Q4	$130K	Buy	1,122 +5	+0.4%	+$544	0.01%	918
2023 Q3	$116K	Buy	1,117 +4	+0.4%	+$435	0.01%	872
2023 Q2	$121K	Buy	1,113 +3	+0.3%	+$307	0.01%	867
2023 Q1	$110K	Buy	1,110 +4	+0.4%	+$391	0.01%	874
2022 Q4	$103K	Buy	1,106 +5	+0.5%	+$470	0.01%	803
2022 Q3	$104K	Sell	1,101 -2,359	-68%	-$230K	0.01%	761
2022 Q2	$320K	Hold	3,460	–	–	0.03%	445
2022 Q1	$333K	Buy	+3,460	New	+$380K	0.03%	440
2018 Q2	–	Sell	-18,946	Closed	-$1.25M	–	1544
2018 Q1	$1.25M	Buy	+18,946	New	+$1.29M	0.35%	58
2017 Q4	–	Sell	-11,834	Closed	-$746K	–	1447
2017 Q3	$746K	Buy	11,834 +11,416	+2,731%	+$705K	0.31%	62
2017 Q2	$25K	Buy	+418	New	+$25.1K	0.01%	553