IFP 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 | $158K | Sell |
1,047
-1,601
| -60% | -$242K | ﹤0.01% | 1382 |
|
|
2025
Q1 | $360K | Buy |
2,648
+797
| +43% | +$108K | 0.01% | 903 |
|
|
2024
Q4 | $265K | Buy |
1,851
+2
| +0.1% | +$286 | 0.01% | 1002 |
|
|
2024
Q3 | $258K | Buy |
1,849
+2
| +0.1% | +$279 | 0.01% | 972 |
|
|
2024
Q2 | $244K | Buy |
1,847
+2
| +0.1% | +$265 | 0.01% | 944 |
|
|
2024
Q1 | $236K | Buy |
1,845
+2
| +0.1% | +$256 | 0.01% | 922 |
|
|
2023
Q4 | $215K | Buy |
1,843
+7
| +0.4% | +$816 | 0.01% | 917 |
|
|
2023
Q3 | $192K | Sell |
1,836
-100
| -5% | -$10.4K | 0.01% | 987 |
|
|
2023
Q2 | $210K | Sell |
1,936
-198
| -9% | -$21.5K | 0.01% | 996 |
|
|
2023
Q1 | $204K | Sell |
2,134
-2,218
| -51% | -$212K | 0.01% | 938 |
|
|
2022
Q4 | $417K | Sell |
4,352
-306
| -7% | -$29.3K | 0.01% | 973 |
|
|
2022
Q3 | $447K | Buy |
4,658
+5
| +0.1% | +$480 | 0.01% | 982 |
|
|
2022
Q2 | $446K | Hold |
4,653
| – | – | 0.01% | 901 |
|
|
2022
Q1 | $446K | Buy |
4,653
+1,891
| +68% | +$181K | 0.01% | 901 |
|
|
2021
Q4 | $326K | Buy |
2,762
+304
| +12% | +$35.9K | 0.01% | 739 |
|
|
2021
Q3 | $266K | Buy |
2,458
+3
| +0.1% | +$325 | 0.01% | 789 |
|
|
2021
Q2 | $265K | Buy |
2,455
+1,209
| +97% | +$131K | 0.01% | 770 |
|
|
2021
Q1 | $124K | Sell |
1,246
-1,051
| -46% | -$105K | ﹤0.01% | 1072 |
|
|
2020
Q4 | $218K | Buy |
2,297
+641
| +39% | +$60.8K | 0.01% | 766 |
|
|
2020
Q3 | $139K | Sell |
1,656
-450
| -21% | -$37.8K | 0.01% | 847 |
|
|
2020
Q2 | $159K | Buy |
2,106
+1,060
| +101% | +$80K | 0.01% | 755 |
|
|
2020
Q1 | $67K | Hold |
1,046
| – | – | 0.01% | 992 |
|
|
2019
Q4 | $84K | Sell |
1,046
-1,126
| -52% | -$90.4K | 0.01% | 1031 |
|
|
2019
Q3 | $159K | Buy |
+2,172
| New | +$159K | 0.01% | 851 |
|
|
2019
Q1 | $83K | Sell |
1,164
-1,604
| -58% | -$114K | 0.01% | 756 |
|
|
2018
Q4 | $171K | Sell |
2,768
-502
| -15% | -$31K | 0.01% | 921 |
|
|
2018
Q3 | $238K | Sell |
3,270
-776
| -19% | -$56.5K | 0.01% | 981 |
|
|
2018
Q2 | $276K | Buy |
4,046
+924
| +30% | +$63K | 0.01% | 908 |
|
|
2018
Q1 | $209K | Hold |
3,122
| – | – | 0.01% | 973 |
|
|
2017
Q4 | $209K | Sell |
3,122
-66
| -2% | -$4.42K | 0.01% | 972 |
|
|
2017
Q3 | $201K | Buy |
3,188
+6
| +0.2% | +$378 | 0.01% | 1136 |
|
|
2017
Q2 | $193K | Sell |
3,182
-150
| -5% | -$9.1K | 0.01% | 1141 |
|
|
2017
Q1 | $197K | Buy |
3,332
+764
| +30% | +$45.2K | 0.01% | 1118 |
|
|
2016
Q4 | $144K | Buy |
2,568
+20
| +0.8% | +$1.12K | 0.01% | 1219 |
|
|
2016
Q3 | $138K | Sell |
2,548
-400
| -14% | -$21.7K | 0.01% | 1180 |
|
|
2016
Q2 | $154K | Buy |
2,948
+1,784
| +153% | +$93.2K | 0.01% | 1103 |
|
|
2016
Q1 | $83K | Sell |
1,164
-3,616
| -76% | -$258K | 0.01% | 756 |
|
|
2015
Q4 | $244K | Buy |
+4,780
| New | +$244K | 0.02% | 754 |
|