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Legacy Financial Group (Oklahoma)’s iShares Dow Jones US ETF IYY Stock Holding History

Legacy Financial Group (Oklahoma)’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$335K Hold
2,112
– – 0.09% 65
2025
Q4 		$350K Hold
2,112
– – 0.09% 62
2025
Q3 		$343K Hold
2,112
– – 0.09% 60
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 +$207K 0.12% 58

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AC
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