LWP
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Laurel Wealth Planning’s iShares Dow Jones US ETF IYY Stock Holding History

Laurel Wealth Planning’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 		$431K Hold
2,854
– – 0.24% 44
2025
Q1 		$388K Hold
2,854
– – 0.26% 43
2024
Q4 		$408K Sell
2,854
-211
-7% -$30.2K 0.26% 43
2024
Q3 		$428K Buy
+3,065
New +$428K 0.28% 43