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Heritage Oak Wealth Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,097
Closed -$1.27M – 125
2024
Q3 		$1.27M Buy
+9,097
New +$1.27M 0.59% 40