Great Lakes Retirement’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	$236K	Sell	1,562 -828	-35%	-$125K	0.03%	199
2025 Q1	$325K	Sell	2,390 -20	-0.8%	-$2.72K	0.04%	187
2024 Q4	$345K	Sell	2,410 -787	-25%	-$113K	0.04%	183
2024 Q3	$446K	Hold	3,197	–	–	0.06%	173
2024 Q2	$423K	Buy	+3,197	New	+$423K	0.06%	169