KWM
Kingsview Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Sell |
2,099
-26
| -1% | -$3.92K | 0.01% | 917 |
|
|
2025
Q1 | $289K | Sell |
2,125
-20
| -0.9% | -$2.72K | 0.01% | 910 |
|
|
2024
Q4 | $307K | Hold |
2,145
| – | – | 0.01% | 900 |
|
|
2024
Q3 | $299K | Sell |
2,145
-22,340
| -91% | -$3.12M | 0.01% | 888 |
|
|
2024
Q2 | $3.24M | Buy |
24,485
+22,230
| +986% | +$2.94M | 0.08% | 237 |
|
|
2024
Q1 | $289K | Hold |
2,255
| – | – | 0.01% | 828 |
|
|
2023
Q4 | $263K | Buy |
2,255
+220
| +11% | +$25.6K | 0.01% | 814 |
|
|
2023
Q3 | $213K | Sell |
2,035
-12
| -0.6% | -$1.25K | 0.01% | 866 |
|
|
2023
Q2 | $222K | Sell |
2,047
-84
| -4% | -$9.1K | 0.01% | 830 |
|
|
2023
Q1 | $213K | Buy |
+2,131
| New | +$213K | 0.01% | 814 |
|
|
2022
Q3 | – | Sell |
-2,843
| Closed | -$263K | – | 855 |
|
|
2022
Q2 | $263K | Sell |
2,843
-121
| -4% | -$11.2K | 0.01% | 699 |
|
|
2022
Q1 | $330K | Sell |
2,964
-15
| -0.5% | -$1.67K | 0.01% | 668 |
|
|
2021
Q4 | $351K | Hold |
2,979
| – | – | 0.01% | 663 |
|
|
2021
Q3 | $321K | Hold |
2,979
| – | – | 0.02% | 668 |
|
|
2021
Q2 | $323K | Hold |
2,979
| – | – | 0.02% | 679 |
|
|
2021
Q1 | $301K | Buy |
2,979
+1
| +0% | +$101 | 0.02% | 640 |
|
|
2020
Q4 | $281K | Buy |
2,978
+1,489
| +100% | +$141K | 0.02% | 569 |
|
|
2020
Q3 | $248K | Buy |
1,489
+41
| +3% | +$6.83K | 0.02% | 519 |
|
|
2020
Q2 | $222K | Buy |
+1,448
| New | +$222K | 0.02% | 505 |
|
|
2019
Q3 | – | Sell |
-1,393
| Closed | -$204K | – | 432 |
|
|
2019
Q2 | $204K | Buy |
+1,393
| New | +$204K | 0.03% | 391 |
|