J.W. Cole 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 | $920K | Buy |
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|
2025
Q1 | $787K | Buy |
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|
2024
Q4 | $768K | Buy |
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|
2024
Q3 | $735K | Sell |
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|
2024
Q2 | $706K | Buy |
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|
2024
Q1 | $590K | Buy |
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|
2023
Q4 | $537K | Sell |
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|
2023
Q3 | $578K | Buy |
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|
2023
Q2 | $582K | Buy |
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|
2023
Q1 | $538K | Buy |
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|
2022
Q4 | $502K | Buy |
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|
2022
Q3 | $471K | Sell |
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|
2022
Q2 | $524K | Sell |
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|
2022
Q1 | $828K | Sell |
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|
2021
Q4 | $1.22M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $954K | Buy |
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