Laurel Wealth Planning’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
Q3
$464K Hold
2025
Q2
$431K Hold
2025
Q1
$388K Hold
2024
Q4
$408K Sell
2024
Q3
$428K Buy