Janney Montgomery Scott’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 | $697K | Buy |
4,620
+62
| +1% | +$9.35K | ﹤0.01% | 1809 |
|
|
2025
Q1 | $620K | Buy |
4,558
+199
| +5% | +$27.1K | ﹤0.01% | 1841 |
|
|
2024
Q4 | $624K | Buy |
+4,359
| New | +$624K | ﹤0.01% | 1857 |
|
|
2024
Q3 | – | Sell |
-4,186
| Closed | -$554K | – | 2762 |
|
|
2024
Q2 | $554K | Sell |
4,186
-998
| -19% | -$132K | ﹤0.01% | 1809 |
|
|
2024
Q1 | $664K | Buy |
5,184
+2,793
| +117% | +$358K | ﹤0.01% | 1768 |
|
|
2023
Q4 | $279K | Sell |
2,391
-556
| -19% | -$64.9K | ﹤0.01% | 2262 |
|
|
2023
Q3 | $308K | Buy |
2,947
+1,060
| +56% | +$111K | ﹤0.01% | 2119 |
|
|
2023
Q2 | $205K | Sell |
1,887
-322
| -15% | -$35K | ﹤0.01% | 2447 |
|
|
2023
Q1 | $221K | Buy |
2,209
+3
| +0.1% | +$300 | ﹤0.01% | 2231 |
|
|
2022
Q4 | $206K | Sell |
2,206
-107
| -5% | -$9.99K | ﹤0.01% | 2358 |
|
|
2022
Q3 | $203K | Buy |
2,313
+5
| +0.2% | +$439 | ﹤0.01% | 2284 |
|
|
2022
Q2 | $216K | Buy |
2,308
+92
| +4% | +$8.61K | ﹤0.01% | 2094 |
|
|
2022
Q1 | $247K | Sell |
2,216
-492
| -18% | -$54.8K | ﹤0.01% | 1981 |
|
|
2021
Q4 | $319K | Buy |
2,708
+3
| +0.1% | +$353 | ﹤0.01% | 1965 |
|
|
2021
Q3 | $292K | Buy |
2,705
+458
| +20% | +$49.4K | ﹤0.01% | 1976 |
|
|
2021
Q2 | $243K | Buy |
+2,247
| New | +$243K | ﹤0.01% | 2027 |
|
|
2015
Q1 | – | Sell |
-5,916
| Closed | -$306K | – | 2417 |
|
|
2014
Q4 | $306K | Buy |
+5,916
| New | +$306K | 0.01% | 1678 |
|