IBEX Wealth Advisors’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 | $1M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $4.61M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $281K | Buy |
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|
2022
Q3 | $263K | Sell |
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|
2022
Q2 | $2.24M | Sell |
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|
2022
Q1 | $3.49M | Sell |
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|
2021
Q4 | $4.03M | Sell |
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|
2021
Q3 | $3.79M | Buy |
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|
2021
Q2 | $3.71M | Buy |
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|
2021
Q1 | $3.14M | Buy |
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|
2020
Q4 | $2.91M | Buy |
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|
2020
Q3 | $2.44M | Sell |
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|
2020
Q2 | $2.45M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.06M | Sell |
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|
2019
Q3 | $1.95M | Sell |
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|
2019
Q2 | $2M | Sell |
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|
2019
Q1 | $2.06M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.98M | Buy |
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|
2018
Q2 | $1.56M | Hold |
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|
2018
Q1 | $1.56M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1.3M | Buy |
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|
2017
Q2 | $1.17M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.07M | Buy |
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