Kaydan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Hold |
9,273
| – | – | 0.46% | 31 |
|
|
2025
Q1 | $1.26M | Hold |
9,273
| – | – | 0.4% | 31 |
|
|
2024
Q4 | $1.33M | Hold |
9,273
| – | – | 0.44% | 29 |
|
|
2024
Q3 | $1.29M | Sell |
9,273
-19
| -0.2% | -$2.65K | 0.38% | 29 |
|
|
2024
Q2 | $1.23M | Hold |
9,292
| – | – | 0.44% | 30 |
|
|
2024
Q1 | $1.19M | Hold |
9,292
| – | – | 0.41% | 30 |
|
|
2023
Q4 | $1.08M | Hold |
9,292
| – | – | 0.44% | 32 |
|
|
2023
Q3 | $971K | Hold |
9,292
| – | – | 0.39% | 29 |
|
|
2023
Q2 | $1.01M | Hold |
9,292
| – | – | 0.42% | 27 |
|
|
2023
Q1 | $930K | Hold |
9,292
| – | – | 0.38% | 27 |
|
|
2022
Q4 | $868K | Hold |
9,292
| – | – | 0.35% | 31 |
|
|
2022
Q3 | $815K | Sell |
9,292
-100
| -1% | -$8.77K | 0.45% | 29 |
|
|
2022
Q2 | $867K | Sell |
9,392
-40
| -0.4% | -$3.69K | 0.48% | 32 |
|
|
2022
Q1 | $1.05M | Sell |
9,432
-200
| -2% | -$22.3K | 0.46% | 34 |
|
|
2021
Q4 | $1.14M | Buy |
+9,632
| New | +$1.14M | 0.43% | 31 |
|