HighTower Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
13,888
+8
| +0.1% | +$1.21K | ﹤0.01% | 1533 |
|
|
2025
Q1 | $1.89M | Sell |
13,880
-261
| -2% | -$35.5K | ﹤0.01% | 1554 |
|
|
2024
Q4 | $2.02M | Sell |
14,141
-24,686
| -64% | -$3.53M | ﹤0.01% | 1501 |
|
|
2024
Q3 | $5.42M | Buy |
38,827
+920
| +2% | +$128K | 0.01% | 1002 |
|
|
2024
Q2 | $5.02M | Sell |
37,907
-33
| -0.1% | -$4.37K | 0.01% | 1005 |
|
|
2024
Q1 | $4.86M | Buy |
37,940
+21,064
| +125% | +$2.7M | 0.01% | 978 |
|
|
2023
Q4 | $1.97M | Buy |
16,876
+204
| +1% | +$23.8K | ﹤0.01% | 1432 |
|
|
2023
Q3 | $1.74M | Buy |
16,672
+708
| +4% | +$73.9K | ﹤0.01% | 1447 |
|
|
2023
Q2 | $1.73M | Sell |
15,964
-194
| -1% | -$21K | ﹤0.01% | 1431 |
|
|
2023
Q1 | $1.62M | Buy |
16,158
+4
| +0% | +$400 | ﹤0.01% | 1412 |
|
|
2022
Q4 | $1.51M | Buy |
16,154
+3
| +0% | +$280 | ﹤0.01% | 1432 |
|
|
2022
Q3 | $1.42M | Sell |
16,151
-1,565
| -9% | -$137K | ﹤0.01% | 1420 |
|
|
2022
Q2 | $1.64M | Buy |
17,716
+3
| +0% | +$277 | ﹤0.01% | 1355 |
|
|
2022
Q1 | $1.97M | Buy |
17,713
+1,938
| +12% | +$216K | ﹤0.01% | 1376 |
|
|
2021
Q4 | $1.86M | Buy |
15,775
+675
| +4% | +$79.6K | ﹤0.01% | 1395 |
|
|
2021
Q3 | $1.63M | Buy |
15,100
+6
| +0% | +$646 | ﹤0.01% | 1380 |
|
|
2021
Q2 | $1.63M | Sell |
15,094
-108
| -0.7% | -$11.7K | ﹤0.01% | 1349 |
|
|
2021
Q1 | $1.52M | Buy |
15,202
+4
| +0% | +$399 | ﹤0.01% | 1302 |
|
|
2020
Q4 | $1.43M | Buy |
15,198
+3,224
| +27% | +$304K | 0.01% | 1067 |
|
|
2020
Q3 | $997K | Sell |
11,974
-35,258
| -75% | -$2.94M | ﹤0.01% | 1216 |
|
|
2020
Q2 | $3.61M | Sell |
47,232
-4,460
| -9% | -$341K | 0.02% | 622 |
|
|
2020
Q1 | $3.31M | Buy |
51,692
+39,970
| +341% | +$2.56M | 0.02% | 571 |
|
|
2019
Q4 | $936K | Buy |
11,722
+6
| +0.1% | +$479 | 0.01% | 1171 |
|
|
2019
Q3 | $863K | Buy |
11,716
+12
| +0.1% | +$884 | ﹤0.01% | 1246 |
|
|
2019
Q2 | $854K | Buy |
11,704
+912
| +8% | +$66.5K | 0.01% | 1260 |
|
|
2019
Q1 | $762K | Sell |
10,792
-1,842
| -15% | -$130K | 0.01% | 1260 |
|
|
2018
Q4 | $786K | Buy |
12,634
+1,856
| +17% | +$115K | 0.01% | 1142 |
|
|
2018
Q3 | $782K | Buy |
10,778
+4
| +0% | +$290 | 0.01% | 1243 |
|
|
2018
Q2 | $735K | Sell |
10,774
-1,880
| -15% | -$128K | 0.01% | 1273 |
|
|
2018
Q1 | $836K | Sell |
12,654
-1,116
| -8% | -$73.7K | 0.01% | 1164 |
|
|
2017
Q4 | $921K | Buy |
13,770
+4
| +0% | +$268 | 0.01% | 1151 |
|
|
2017
Q3 | $867K | Sell |
13,766
-1,230
| -8% | -$77.5K | 0.01% | 1167 |
|
|
2017
Q2 | $909K | Sell |
14,996
-4,838
| -24% | -$293K | 0.01% | 1097 |
|
|
2017
Q1 | $1.17M | Sell |
19,834
-66
| -0.3% | -$3.9K | 0.01% | 962 |
|
|
2016
Q4 | $1.12M | Sell |
19,900
-100
| -0.5% | -$5.6K | 0.01% | 931 |
|
|
2016
Q3 | $1.08M | Buy |
20,000
+4
| +0% | +$217 | 0.01% | 883 |
|
|
2016
Q2 | $1.05M | Sell |
19,996
-194
| -1% | -$10.1K | 0.01% | 868 |
|
|
2016
Q1 | $1.04M | Sell |
20,190
-96
| -0.5% | -$4.92K | ﹤0.01% | 956 |
|
|
2015
Q4 | $1.03M | Buy |
20,286
+10
| +0% | +$510 | 0.01% | 953 |
|
|
2015
Q3 | $978K | Buy |
20,276
+1,216
| +6% | +$58.7K | 0.01% | 892 |
|
|
2015
Q2 | $994K | Sell |
19,060
-5,600
| -23% | -$292K | 0.02% | 759 |
|
|
2015
Q1 | $1.29M | Hold |
24,660
| – | – | 0.02% | 720 |
|
|
2014
Q4 | $1.28M | Hold |
24,660
| – | – | 0.02% | 722 |
|
|
2014
Q3 | $1.22M | Sell |
24,660
-2,900
| -11% | -$144K | 0.02% | 708 |
|
|
2014
Q2 | $1.37M | Sell |
27,560
-1,100
| -4% | -$54.5K | 0.02% | 692 |
|
|
2014
Q1 | $1.36M | Hold |
28,660
| – | – | 0.03% | 638 |
|
|
2013
Q4 | $1.34M | Hold |
28,660
| – | – | 0.03% | 605 |
|
|
2013
Q3 | $1.22M | Hold |
28,660
| – | – | 0.03% | 557 |
|
|
2013
Q2 | $1.16M | Buy |
+28,660
| New | +$1.16M | 0.03% | 544 |
|