HIG
Heritage Investment Group’s iShares Dow Jones US ETF IYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $618K | Hold |
4,094
| – | – | 0.11% | 57 |
|
|
2025
Q1 | $557K | Hold |
4,094
| – | – | 0.1% | 56 |
|
|
2024
Q4 | $586K | Hold |
4,094
| – | – | 0.11% | 53 |
|
|
2024
Q3 | $571K | Hold |
4,094
| – | – | 0.11% | 51 |
|
|
2024
Q2 | $542K | Hold |
4,094
| – | – | 0.11% | 47 |
|
|
2024
Q1 | $524K | Hold |
4,094
| – | – | 0.11% | 53 |
|
|
2023
Q4 | $477K | Hold |
4,094
| – | – | 0.11% | 51 |
|
|
2023
Q3 | $428K | Hold |
4,094
| – | – | 0.12% | 53 |
|
|
2023
Q2 | $444K | Hold |
4,094
| – | – | 0.12% | 53 |
|
|
2023
Q1 | $410K | Hold |
4,094
| – | – | 0.12% | 49 |
|
|
2022
Q4 | $383K | Hold |
4,094
| – | – | 0.12% | 49 |
|
|
2022
Q3 | $359K | Hold |
4,094
| – | – | 0.22% | 49 |
|
|
2022
Q2 | $378K | Hold |
4,094
| – | – | 0.22% | 52 |
|
|
2022
Q1 | $456K | Hold |
4,094
| – | – | 0.33% | 45 |
|
|
2021
Q4 | $482K | Buy |
+4,094
| New | +$482K | 0.38% | 39 |
|