Larson Financial Group’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 | $541K | Buy |
3,589
+8
| +0.2% | +$1.21K | 0.02% | 412 |
|
|
2025
Q1 | $487K | Buy |
3,581
+7
| +0.2% | +$953 | 0.02% | 413 |
|
|
2024
Q4 | $511K | Buy |
3,574
+10
| +0.3% | +$1.43K | 0.03% | 350 |
|
|
2024
Q3 | $498K | Buy |
3,564
+9
| +0.3% | +$1.26K | 0.03% | 337 |
|
|
2024
Q2 | $470K | Buy |
3,555
+7
| +0.2% | +$926 | 0.03% | 285 |
|
|
2024
Q1 | $454K | Buy |
3,548
+8
| +0.2% | +$1.03K | 0.04% | 251 |
|
|
2023
Q4 | $412K | Sell |
3,540
-738
| -17% | -$86K | 0.04% | 239 |
|
|
2023
Q3 | $447K | Buy |
4,278
+1,270
| +42% | +$133K | 0.04% | 207 |
|
|
2023
Q2 | $326K | Buy |
+3,008
| New | +$326K | 0.03% | 246 |
|