IFP 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 | $158K | Sell |
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|
2025
Q1 | $360K | Buy |
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|
2024
Q4 | $265K | Buy |
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|
2024
Q3 | $258K | Buy |
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|
2024
Q2 | $244K | Buy |
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|
2024
Q1 | $236K | Buy |
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|
2023
Q4 | $215K | Buy |
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|
2023
Q3 | $192K | Sell |
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|
2023
Q2 | $210K | Sell |
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|
2023
Q1 | $204K | Sell |
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|
2022
Q4 | $417K | Sell |
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|
2022
Q3 | $447K | Buy |
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|
2022
Q2 | $446K | Hold |
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|
2022
Q1 | $446K | Buy |
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|
2021
Q4 | $326K | Buy |
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|
2021
Q3 | $266K | Buy |
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|
2021
Q2 | $265K | Buy |
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|
2021
Q1 | $124K | Sell |
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|
2020
Q4 | $218K | Buy |
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|
2020
Q3 | $139K | Sell |
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|
2020
Q2 | $159K | Buy |
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|
2020
Q1 | $67K | Hold |
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|
2019
Q4 | $84K | Sell |
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|
2019
Q3 | $159K | Buy |
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|
2019
Q1 | $83K | Sell |
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|
2018
Q4 | $171K | Sell |
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|
2018
Q3 | $238K | Sell |
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|
2018
Q2 | $276K | Buy |
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|
2018
Q1 | $209K | Hold |
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|
2017
Q4 | $209K | Sell |
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|
2017
Q3 | $201K | Buy |
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|
2017
Q2 | $193K | Sell |
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|
2017
Q1 | $197K | Buy |
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|
2016
Q4 | $144K | Buy |
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|
2016
Q3 | $138K | Sell |
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|
2016
Q2 | $154K | Buy |
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|
2016
Q1 | $83K | Sell |
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|
2015
Q4 | $244K | Buy |
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