Jones Financial Companies’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
$477K Sell
3,178
-343
-10% -$51.5K ﹤0.01% 1289
2025
Q1
$477K Buy
3,521
+921
+35% +$125K ﹤0.01% 1149
2024
Q4
$372K Buy
2,600
+2,247
+637% +$321K ﹤0.01% 1107
2024
Q3
$49K Buy
353
+74
+27% +$10.3K ﹤0.01% 1640
2024
Q2
$36.9K Buy
+279
New +$36.9K ﹤0.01% 1364