Great Valley Advisor Group’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
Q3 | $436K | Sell |
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|
2025
Q2 | $412K | Sell |
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|
2025
Q1 | $669K | Sell |
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|
2024
Q4 | $709K | Sell |
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|
2024
Q3 | $755K | Sell |
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|
2024
Q2 | $773K | Sell |
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|
2024
Q1 | $770K | Sell |
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|
2023
Q4 | $819K | Sell |
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|
2023
Q3 | $1.45M | Sell |
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|
2023
Q2 | $4.03M | Sell |
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|
2023
Q1 | $4.59M | Sell |
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|
2022
Q4 | $5.48M | Buy |
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|
2022
Q3 | $419K | Sell |
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|
2022
Q2 | $454K | Sell |
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|
2022
Q1 | $602K | Sell |
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|
2021
Q4 | $784K | Buy |
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|
2021
Q3 | $639K | Buy |
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|
2021
Q2 | $568K | Buy |
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