Kovitz Investment Group Partners
IYY icon

Kovitz Investment Group Partners’s iShares Dow Jones US ETF IYY Stock Holding History

Kovitz Investment Group Partners’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.23M Hold
14,795
– – 0.01% 608
2025
Q1 		$2.01M Hold
14,795
– – 0.01% 582
2024
Q4 		$2.12M Sell
14,795
-1,398
-9% -$200K 0.01% 559
2024
Q3 		$2.26M Buy
+16,193
New +$2.26M 0.02% 477