Kelman-Lazarov Inc’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	$1.34M	Buy	8,890 +19	+0.2%	+$2.87K	0.22%	49
2025 Q1	$1.21M	Buy	8,871 +21	+0.2%	+$2.86K	0.22%	46
2024 Q4	$1.27M	Hold	8,850	–	–	0.23%	48
2024 Q3	$1.24M	Hold	8,850	–	–	0.21%	47
2024 Q2	$1.17M	Hold	8,850	–	–	0.22%	49
2024 Q1	$1.13M	Hold	8,850	–	–	0.22%	49
2023 Q4	$1.03M	Hold	8,850	–	–	0.22%	50
2023 Q3	$925K	Hold	8,850	–	–	0.22%	48
2023 Q2	$959K	Hold	8,850	–	–	0.23%	48
2023 Q1	$886K	Hold	8,850	–	–	0.23%	47
2022 Q4	$827K	Hold	8,850	–	–	0.23%	46
2022 Q3	$776K	Hold	8,850	–	–	0.26%	35
2022 Q2	$817K	Hold	8,850	–	–	0.28%	33
2022 Q1	$986K	Hold	8,850	–	–	0.33%	32
2021 Q4	$1.04M	Hold	8,850	–	–	0.34%	32
2021 Q3	$955K	Hold	8,850	–	–	0.33%	31
2021 Q2	$956K	Hold	8,850	–	–	0.33%	33
2021 Q1	$884K	Hold	8,850	–	–	0.32%	34
2020 Q4	$835K	Hold	8,850	–	–	0.32%	34
2020 Q3	$738K	Sell	8,850 -348	-4%	-$29K	0.34%	33
2020 Q2	$704K	Sell	9,198 -772	-8%	-$59.1K	0.33%	34
2020 Q1	$629K	Hold	9,970	–	–	0.34%	37
2019 Q4	$796K	Hold	9,970	–	–	0.36%	42
2019 Q3	$735K	Hold	9,970	–	–	0.36%	45
2019 Q2	$728K	Hold	9,970	–	–	0.37%	45
2019 Q1	$704K	Hold	9,970	–	–	0.37%	48
2018 Q4	$620K	Sell	9,970 -566	-5%	-$35.2K	0.39%	54
2018 Q3	$767K	Hold	10,536	–	–	0.45%	52
2018 Q2	$718K	Hold	10,536	–	–	0.39%	64
2018 Q1	$696K	Hold	10,536	–	–	0.37%	66
2017 Q4	$704K	Sell	10,536 -568	-5%	-$38K	0.36%	67
2017 Q3	$700K	Hold	11,104	–	–	0.37%	68
2017 Q2	$674K	Hold	11,104	–	–	0.37%	71
2017 Q1	$657K	Hold	11,104	–	–	0.42%	65
2016 Q4	$622K	Hold	11,104	–	–	0.35%	71
2016 Q3	$597K	Hold	11,104	–	–	0.34%	75
2016 Q2	$582K	Hold	11,104	–	–	0.33%	78
2016 Q1	$573K	Buy	+11,104	New	+$573K	0.34%	79