GW & Wade’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $837K | Hold |
7,186
| – | – | 0.03% | 246 |
|
|
2023
Q3 | $751K | Hold |
7,186
| – | – | 0.03% | 240 |
|
|
2023
Q2 | $778K | Hold |
7,186
| – | – | 0.03% | 235 |
|
|
2023
Q1 | $719K | Hold |
7,186
| – | – | 0.03% | 230 |
|
|
2022
Q4 | $672K | Hold |
7,186
| – | – | 0.03% | 227 |
|
|
2022
Q3 | $630K | Hold |
7,186
| – | – | 0.03% | 216 |
|
|
2022
Q2 | $664K | Hold |
7,186
| – | – | 0.03% | 220 |
|
|
2022
Q1 | $800K | Hold |
7,186
| – | – | 0.03% | 201 |
|
|
2021
Q4 | $847K | Buy |
+7,186
| New | +$847K | 0.04% | 199 |
|