IHT 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 | $1.41M | Sell |
9,315
-4
| -0% | -$603 | 0.04% | 406 |
|
|
2025
Q1 | $1.27M | Buy |
9,319
+1,764
| +23% | +$240K | 0.04% | 410 |
|
|
2024
Q4 | $1.08M | Sell |
7,555
-23
| -0.3% | -$3.29K | 0.03% | 434 |
|
|
2024
Q3 | $1.06M | Sell |
7,578
-230
| -3% | -$32.1K | 0.03% | 488 |
|
|
2024
Q2 | $1.03M | Sell |
7,808
-406
| -5% | -$53.7K | 0.04% | 430 |
|
|
2024
Q1 | $1.05M | Sell |
8,214
-20
| -0.2% | -$2.56K | 0.04% | 409 |
|
|
2023
Q4 | $960K | Sell |
8,234
-225
| -3% | -$26.2K | 0.04% | 398 |
|
|
2023
Q3 | $884K | Sell |
8,459
-95
| -1% | -$9.93K | 0.04% | 378 |
|
|
2023
Q2 | $927K | Buy |
8,554
+27
| +0.3% | +$2.93K | 0.05% | 359 |
|
|
2023
Q1 | $853K | Sell |
8,527
-200
| -2% | -$20K | 0.05% | 340 |
|
|
2022
Q4 | $816K | Sell |
8,727
-253
| -3% | -$23.6K | 0.05% | 348 |
|
|
2022
Q3 | $788K | Buy |
8,980
+50
| +0.6% | +$4.39K | 0.06% | 334 |
|
|
2022
Q2 | $825K | Sell |
8,930
-190
| -2% | -$17.6K | 0.07% | 274 |
|
|
2022
Q1 | $1.02M | Sell |
9,120
-94
| -1% | -$10.5K | 0.08% | 254 |
|
|
2021
Q4 | $1.09M | Sell |
9,214
-153
| -2% | -$18K | 0.08% | 242 |
|
|
2021
Q3 | $1.01M | Sell |
9,367
-320
| -3% | -$34.5K | 0.08% | 244 |
|
|
2021
Q2 | $1.05M | Buy |
9,687
+245
| +3% | +$26.5K | 0.07% | 310 |
|
|
2021
Q1 | $943K | Hold |
9,442
| – | – | 0.07% | 278 |
|
|
2020
Q4 | $891K | Sell |
9,442
-36
| -0.4% | -$3.4K | 0.07% | 260 |
|
|
2020
Q3 | $790K | Sell |
9,478
-868
| -8% | -$72.3K | 0.08% | 250 |
|
|
2020
Q2 | $792K | Sell |
10,346
-66
| -0.6% | -$5.05K | 0.11% | 212 |
|
|
2020
Q1 | $657K | Sell |
10,412
-146
| -1% | -$9.21K | 0.09% | 227 |
|
|
2019
Q4 | $843K | Sell |
10,558
-52
| -0.5% | -$4.15K | 0.1% | 240 |
|
|
2019
Q3 | $783K | Hold |
10,610
| – | – | 0.11% | 226 |
|
|
2019
Q2 | $775K | Hold |
10,610
| – | – | 0.11% | 210 |
|
|
2019
Q1 | $749K | Buy |
10,610
+3,032
| +40% | +$214K | 0.12% | 193 |
|
|
2018
Q4 | $472K | Sell |
7,578
-1,052
| -12% | -$65.5K | 0.09% | 258 |
|
|
2018
Q3 | $628K | Buy |
8,630
+324
| +4% | +$23.6K | 0.14% | 189 |
|
|
2018
Q2 | $566K | Sell |
8,306
-1,794
| -18% | -$122K | 0.14% | 187 |
|
|
2018
Q1 | $652K | Hold |
10,100
| – | – | 0.18% | 151 |
|
|
2017
Q4 | $693K | Buy |
10,100
+532
| +6% | +$36.5K | 0.18% | 142 |
|
|
2017
Q3 | $609K | Buy |
9,568
+7,746
| +425% | +$493K | 0.26% | 97 |
|
|
2017
Q2 | $1 | Buy |
1,822
+1,222
| +204% | +$1 | ﹤0.01% | 1321 |
|
|
2017
Q1 | $9K | Sell |
600
-350
| -37% | -$5.25K | 0.01% | 875 |
|
|
2016
Q4 | $54K | Buy |
+950
| New | +$54K | 0.04% | 380 |
|