GW & Wade’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
2023
Q4
$837K Hold
2023
Q3
$751K Hold
2023
Q2
$778K Hold
2023
Q1
$719K Hold
2022
Q4
$672K Hold
2022
Q3
$630K Hold
2022
Q2
$664K Hold
2022
Q1
$800K Hold
2021
Q4
$847K Buy