LWA
Lowe Wealth Advisors’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 | $5.12M | Sell |
33,909
-107
| -0.3% | -$16.1K | 2% | 11 |
|
|
2025
Q1 | $4.63M | Sell |
34,016
-199
| -0.6% | -$27.1K | 1.97% | 11 |
|
|
2024
Q4 | $4.9M | Sell |
34,215
-767
| -2% | -$110K | 2.09% | 11 |
|
|
2024
Q3 | $4.88M | Sell |
34,982
-599
| -2% | -$83.6K | 2.1% | 11 |
|
|
2024
Q2 | $4.71M | Sell |
35,581
-577
| -2% | -$76.3K | 2.14% | 11 |
|
|
2024
Q1 | $4.63M | Sell |
36,158
-418
| -1% | -$53.5K | 2.16% | 11 |
|
|
2023
Q4 | $4.26M | Sell |
36,576
-544
| -1% | -$63.4K | 2.11% | 11 |
|
|
2023
Q3 | $3.88M | Buy |
37,120
+512
| +1% | +$53.5K | 2.06% | 11 |
|
|
2023
Q2 | $3.97M | Sell |
36,608
-270
| -0.7% | -$29.2K | 2.01% | 10 |
|
|
2023
Q1 | $3.69M | Sell |
36,878
-1,135
| -3% | -$114K | 1.99% | 12 |
|
|
2022
Q4 | $3.55M | Sell |
38,013
-979
| -3% | -$91.5K | 1.96% | 12 |
|
|
2022
Q3 | $3.42M | Sell |
38,992
-2,190
| -5% | -$192K | 2.01% | 10 |
|
|
2022
Q2 | $3.8M | Sell |
41,182
-712
| -2% | -$65.8K | 2.08% | 9 |
|
|
2022
Q1 | $4.67M | Sell |
41,894
-711
| -2% | -$79.2K | 2.11% | 11 |
|
|
2021
Q4 | $5.02M | Sell |
42,605
-229
| -0.5% | -$27K | 2.21% | 9 |
|
|
2021
Q3 | $4.62M | Sell |
42,834
-2,574
| -6% | -$278K | 2.19% | 9 |
|
|
2021
Q2 | $4.9M | Buy |
45,408
+206
| +0.5% | +$22.2K | 2.35% | 9 |
|
|
2021
Q1 | $4.51M | Sell |
45,202
-302
| -0.7% | -$30.2K | 2.27% | 10 |
|
|
2020
Q4 | $4.29M | Buy |
45,504
+22,168
| +95% | +$2.09M | 2.18% | 10 |
|
|
2020
Q3 | $3.89M | Sell |
23,336
-10,415
| -31% | -$1.74M | 2.16% | 12 |
|
|
2020
Q2 | $5.17M | Sell |
33,751
-1,124
| -3% | -$172K | 3.04% | 10 |
|
|
2020
Q1 | $4.4M | Sell |
34,875
-2,934
| -8% | -$370K | 3.1% | 9 |
|
|
2019
Q4 | $6.04M | Sell |
37,809
-426
| -1% | -$68K | 3.35% | 9 |
|
|
2019
Q3 | $5.64M | Sell |
38,235
-2,542
| -6% | -$375K | 3.37% | 9 |
|
|
2019
Q2 | $5.96M | Sell |
40,777
-1,075
| -3% | -$157K | 3.58% | 9 |
|
|
2019
Q1 | $5.91M | Sell |
41,852
-586
| -1% | -$82.8K | 3.58% | 9 |
|
|
2018
Q4 | $5.28M | Sell |
42,438
-7,327
| -15% | -$912K | 3.61% | 11 |
|
|
2018
Q3 | $7.24M | Sell |
49,765
-1,067
| -2% | -$155K | 4.28% | 6 |
|
|
2018
Q2 | $6.93M | Sell |
50,832
-520
| -1% | -$70.9K | 4.3% | 7 |
|
|
2018
Q1 | $6.79M | Buy |
51,352
+81
| +0.2% | +$10.7K | 4.26% | 6 |
|
|
2017
Q4 | $6.85M | Buy |
51,271
+267
| +0.5% | +$35.7K | 4.17% | 6 |
|
|
2017
Q3 | $6.43M | Buy |
51,004
+226
| +0.4% | +$28.5K | 4.02% | 7 |
|
|
2017
Q2 | $6.16M | Sell |
50,778
-340
| -0.7% | -$41.3K | 3.93% | 8 |
|
|
2017
Q1 | $6.05M | Sell |
51,118
-2,995
| -6% | -$354K | 3.98% | 8 |
|
|
2016
Q4 | $6.06M | Sell |
54,113
-731
| -1% | -$81.9K | 4.15% | 8 |
|
|
2016
Q3 | $5.95M | Sell |
54,844
-525
| -0.9% | -$57K | 4.03% | 8 |
|
|
2016
Q2 | $5.79M | Buy |
55,369
+323
| +0.6% | +$33.8K | 3.89% | 8 |
|
|
2016
Q1 | $5.64M | Sell |
55,046
-35,923
| -39% | -$3.68M | 3.87% | 9 |
|
|
2015
Q4 | $9.28M | Buy |
90,969
+2,336
| +3% | +$238K | 6.31% | 4 |
|
|
2015
Q3 | $8.55M | Sell |
88,633
-340
| -0.4% | -$32.8K | 6.47% | 4 |
|
|
2015
Q2 | $9.28M | Sell |
88,973
-1,287
| -1% | -$134K | 6.28% | 4 |
|
|
2015
Q1 | $9.46M | Buy |
90,260
+767
| +0.9% | +$80.4K | 6.43% | 4 |
|
|
2014
Q4 | $9.27M | Buy |
+89,493
| New | +$9.27M | 6.63% | 4 |
|