Kingsview Wealth 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
2026 Q1	$319K	Sell	2,016 -38	-2%	-$6.29K	﹤0.01%	1055
2025 Q4	$341K	Hold	2,054	–	–	﹤0.01%	981
2025 Q3	$334K	Sell	2,054 -45	-2%	-$7.04K	0.01%	928
2025 Q2	$317K	Sell	2,099 -26	-1%	-$3.62K	0.01%	918
2025 Q1	$289K	Sell	2,125 -20	-0.9%	-$2.87K	0.01%	910
2024 Q4	$307K	Hold	2,145	–	–	0.01%	900
2024 Q3	$299K	Sell	2,145 -22,340	-91%	-$3M	0.01%	888
2024 Q2	$3.24M	Buy	24,485 +22,230	+986%	+$2.84M	0.08%	237
2024 Q1	$289K	Hold	2,255	–	–	0.01%	828
2023 Q4	$263K	Buy	2,255 +220	+11%	+$23.9K	0.01%	814
2023 Q3	$213K	Sell	2,035 -12	-0.6%	-$1.3K	0.01%	866
2023 Q2	$222K	Sell	2,047 -84	-4%	-$8.59K	0.01%	830
2023 Q1	$213K	Buy	+2,131	New	+$208K	0.01%	814
2022 Q3	–	Sell	-2,843	Closed	-$263K	–	856
2022 Q2	$263K	Sell	2,843 -121	-4%	-$12.2K	0.01%	700
2022 Q1	$330K	Sell	2,964 -15	-0.5%	-$1.65K	0.01%	669
2021 Q4	$351K	Hold	2,979	–	–	0.01%	672
2021 Q3	$321K	Hold	2,979	–	–	0.02%	669
2021 Q2	$323K	Hold	2,979	–	–	0.02%	680
2021 Q1	$301K	Buy	2,979 +1	+0%	+$98	0.02%	641
2020 Q4	$281K	Hold	2,978	–	–	0.02%	570
2020 Q3	$248K	Buy	2,978 +82	+3%	+$6.75K	0.02%	520
2020 Q2	$222K	Buy	+2,896	New	+$209K	0.02%	505
2019 Q3	–	Sell	-2,786	Closed	-$204K	–	468
2019 Q2	$204K	Buy	+2,786	New	+$200K	0.03%	392