Hubbell Strickland Wealth Management’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 | $342K | Buy |
2,270
+2
| +0.1% | +$302 | 0.15% | 59 |
|
|
2025
Q1 | $309K | Buy |
2,268
+2
| +0.1% | +$272 | 0.15% | 58 |
|
|
2024
Q4 | $324K | Buy |
2,266
+3
| +0.1% | +$429 | 0.15% | 56 |
|
|
2024
Q3 | $316K | Buy |
2,263
+2
| +0.1% | +$279 | 0.15% | 57 |
|
|
2024
Q2 | $299K | Buy |
2,261
+2
| +0.1% | +$265 | 0.15% | 59 |
|
|
2024
Q1 | $289K | Buy |
2,259
+3
| +0.1% | +$384 | 0.15% | 60 |
|
|
2023
Q4 | $263K | Buy |
2,256
+6
| +0.3% | +$699 | 0.14% | 60 |
|
|
2023
Q3 | $235K | Hold |
2,250
| – | – | 0.14% | 64 |
|
|
2023
Q2 | $244K | Buy |
2,250
+2
| +0.1% | +$217 | 0.14% | 61 |
|
|
2023
Q1 | $225K | Buy |
2,248
+13
| +0.6% | +$1.3K | 0.14% | 60 |
|
|
2022
Q4 | $209K | Sell |
2,235
-484
| -18% | -$45.2K | 0.13% | 63 |
|
|
2022
Q3 | $238K | Buy |
2,719
+268
| +11% | +$23.5K | 0.17% | 53 |
|
|
2022
Q2 | $226K | Buy |
+2,451
| New | +$226K | 0.15% | 56 |
|