Kestra Private Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $650K | Buy |
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|
2025
Q1 | $582K | Sell |
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|
2024
Q4 | $615K | Sell |
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2024
Q3 | $620K | Sell |
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|
2024
Q2 | $619K | Sell |
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|
2024
Q1 | $605K | Sell |
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|
2023
Q4 | $582K | Sell |
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|
2023
Q3 | $546K | Hold |
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|
2023
Q2 | $566K | Buy |
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|
2023
Q1 | $517K | Sell |
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|
2022
Q4 | $493K | Buy |
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|
2022
Q3 | $463K | Buy |
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|
2022
Q2 | $487K | Buy |
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|
2022
Q1 | $588K | Buy |
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|
2021
Q4 | $497K | Buy |
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|
2021
Q3 | $422K | Buy |
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|
2021
Q2 | $423K | Hold |
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|
2021
Q1 | $391K | Sell |
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|
2020
Q4 | $379K | Sell |
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|
2020
Q3 | $366K | Buy |
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