IHT Wealth Management’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 | $1.41M | Sell |
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|
2025
Q1 | $1.27M | Buy |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $960K | Sell |
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|
2023
Q3 | $884K | Sell |
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|
2023
Q2 | $927K | Buy |
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|
2023
Q1 | $853K | Sell |
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|
2022
Q4 | $816K | Sell |
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|
2022
Q3 | $788K | Buy |
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|
2022
Q2 | $825K | Sell |
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|
2022
Q1 | $1.02M | Sell |
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $1.01M | Sell |
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|
2021
Q2 | $1.05M | Buy |
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|
2021
Q1 | $943K | Hold |
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|
2020
Q4 | $891K | Sell |
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|
2020
Q3 | $790K | Sell |
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|
2020
Q2 | $792K | Sell |
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|
2020
Q1 | $657K | Sell |
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|
2019
Q4 | $843K | Sell |
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|
2019
Q3 | $783K | Hold |
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|
2019
Q2 | $775K | Hold |
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|
2019
Q1 | $749K | Buy |
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|
2018
Q4 | $472K | Sell |
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|
2018
Q3 | $628K | Buy |
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|
2018
Q2 | $566K | Sell |
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|
2018
Q1 | $652K | Hold |
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|
2017
Q4 | $693K | Buy |
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|
2017
Q3 | $609K | Buy |
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|
2017
Q2 | $1 | Buy |
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|
2017
Q1 | $9K | Sell |
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|
2016
Q4 | $54K | Buy |
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