Kalos Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $623K | Buy |
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|
2023
Q1 | $530K | Sell |
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|
2022
Q4 | $495K | Sell |
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|
2022
Q3 | $539K | Buy |
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|
2022
Q2 | $567K | Sell |
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|
2022
Q1 | $672K | Sell |
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|
2021
Q4 | $1.61M | Buy |
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|
2021
Q3 | $1.58M | Buy |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $985K | Buy |
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|
2020
Q4 | $670K | Buy |
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|
2020
Q3 | $595K | Buy |
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|
2020
Q2 | $435K | Sell |
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|
2020
Q1 | $390K | Sell |
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|
2019
Q4 | $750K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.81M | Buy |
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