LFGO
Legacy Financial Group (Oklahoma)’s iShares Dow Jones US ETF IYY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $319K | Hold |
2,112
| – | – | 0.09% | 62 |
|
2025
Q1 | $287K | Hold |
2,112
| – | – | 0.09% | 65 |
|
2024
Q4 | $302K | Hold |
2,112
| – | – | 0.1% | 66 |
|
2024
Q3 | $293K | Hold |
2,112
| – | – | 0.1% | 64 |
|
2024
Q2 | $279K | Hold |
2,112
| – | – | 0.11% | 57 |
|
2024
Q1 | $271K | Hold |
2,112
| – | – | 0.11% | 60 |
|
2023
Q4 | $246K | Hold |
2,112
| – | – | 0.11% | 61 |
|
2023
Q3 | $221K | Hold |
2,112
| – | – | 0.11% | 66 |
|
2023
Q2 | $229K | Hold |
2,112
| – | – | 0.11% | 63 |
|
2023
Q1 | $211K | Buy |
+2,112
| New | +$211K | 0.12% | 58 |
|