Gray Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $263K | Hold |
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|
2024
Q3 | $257K | Hold |
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|
2024
Q2 | $244K | Sell |
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|
2024
Q1 | $239K | Hold |
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|
2023
Q4 | $217K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $209K | Hold |
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|
2021
Q4 | $221K | Hold |
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|
2021
Q3 | $202K | Sell |
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|
2021
Q2 | $216K | Hold |
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|
2021
Q1 | $200K | Buy |
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