Heritage Investment 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
Q2 | $618K | Hold |
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|
2025
Q1 | $557K | Hold |
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|
2024
Q4 | $586K | Hold |
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|
2024
Q3 | $571K | Hold |
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|
2024
Q2 | $542K | Hold |
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|
2024
Q1 | $524K | Hold |
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|
2023
Q4 | $477K | Hold |
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|
2023
Q3 | $428K | Hold |
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|
2023
Q2 | $444K | Hold |
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|
2023
Q1 | $410K | Hold |
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|
2022
Q4 | $383K | Hold |
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|
2022
Q3 | $359K | Hold |
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|
2022
Q2 | $378K | Hold |
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|
2022
Q1 | $456K | Hold |
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|
2021
Q4 | $482K | Buy |
|