Laurel Wealth Advisors (North Carolina)’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 | $28K | Buy |
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|
2025
Q1 | $3.81K | Hold |
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|
2024
Q4 | $4.01K | Sell |
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|
2024
Q3 | $116K | Sell |
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|
2024
Q2 | $242K | Hold |
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|
2024
Q1 | $234K | Hold |
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|
2023
Q4 | $213K | Hold |
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|
2023
Q3 | $191K | Hold |
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|
2023
Q2 | $198K | Hold |
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|
2023
Q1 | $183K | Hold |
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|
2022
Q4 | $171K | Hold |
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|
2022
Q3 | $160K | Hold |
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|
2022
Q2 | $169K | Hold |
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|
2022
Q1 | $204K | Hold |
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|
2021
Q4 | $215K | Hold |
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|
2021
Q3 | $197K | Sell |
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|
2021
Q2 | $273K | Buy |
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|
2021
Q1 | $3K | Hold |
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|
2020
Q4 | $3K | Hold |
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|
2020
Q3 | $2K | Hold |
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|
2020
Q2 | $2K | Hold |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $2K | Hold |
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|
2019
Q3 | $2K | Sell |
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|
2019
Q2 | $9K | Buy |
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|
2019
Q1 | $2K | Hold |
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|
2018
Q4 | $2K | Buy |
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