Institute for 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
2020 Q1	–	Sell	-1,568	Closed	-$125K	–	550
2019 Q4	$125K	Buy	+1,568	New	+$125K	0.03%	456
2019 Q3	–	Sell	-3,506	Closed	-$256K	–	447
2019 Q2	$256K	Buy	+3,506	New	+$256K	0.06%	386