LPL Financial’s iShares Dow Jones US ETF IYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $49.5M | Buy |
328,043
+35,606
| +12% | +$5.37M | 0.02% | 765 |
|
|
2025
Q1 | $39.8M | Sell |
292,437
-9,238
| -3% | -$1.26M | 0.02% | 788 |
|
|
2024
Q4 | $43.2M | Sell |
301,675
-34,054
| -10% | -$4.87M | 0.02% | 722 |
|
|
2024
Q3 | $46.9M | Buy |
335,729
+7,248
| +2% | +$1.01M | 0.02% | 643 |
|
|
2024
Q2 | $43.5M | Buy |
328,481
+12,304
| +4% | +$1.63M | 0.02% | 611 |
|
|
2024
Q1 | $40.5M | Buy |
316,177
+1,600
| +0.5% | +$205K | 0.02% | 617 |
|
|
2023
Q4 | $36.7M | Buy |
314,577
+7,537
| +2% | +$878K | 0.02% | 609 |
|
|
2023
Q3 | $32.1M | Buy |
307,040
+7,653
| +3% | +$800K | 0.02% | 605 |
|
|
2023
Q2 | $32.4M | Sell |
299,387
-13,477
| -4% | -$1.46M | 0.02% | 587 |
|
|
2023
Q1 | $31.3M | Buy |
312,864
+8,372
| +3% | +$838K | 0.02% | 562 |
|
|
2022
Q4 | $28.5M | Buy |
304,492
+9,220
| +3% | +$862K | 0.02% | 566 |
|
|
2022
Q3 | $25.9M | Sell |
295,272
-15,100
| -5% | -$1.32M | 0.03% | 526 |
|
|
2022
Q2 | $28.7M | Sell |
310,372
-632
| -0.2% | -$58.4K | 0.03% | 497 |
|
|
2022
Q1 | $34.6M | Sell |
311,004
-1,310
| -0.4% | -$146K | 0.03% | 467 |
|
|
2021
Q4 | $36.8M | Buy |
312,314
+5,086
| +2% | +$599K | 0.03% | 444 |
|
|
2021
Q3 | $33.1M | Buy |
307,228
+19,796
| +7% | +$2.14M | 0.03% | 438 |
|
|
2021
Q2 | $31M | Buy |
287,432
+907
| +0.3% | +$97.9K | 0.03% | 439 |
|
|
2021
Q1 | $28.6M | Buy |
286,525
+19,238
| +7% | +$1.92M | 0.03% | 421 |
|
|
2020
Q4 | $25.2M | Sell |
267,287
-757
| -0.3% | -$71.4K | 0.03% | 402 |
|
|
2020
Q3 | $22.3M | Sell |
268,044
-2,416
| -0.9% | -$201K | 0.03% | 375 |
|
|
2020
Q2 | $20.7M | Sell |
270,460
-2,400
| -0.9% | -$184K | 0.04% | 362 |
|
|
2020
Q1 | $17.2M | Buy |
272,860
+10,926
| +4% | +$689K | 0.04% | 345 |
|
|
2019
Q4 | $20.9M | Sell |
261,934
-3,296
| -1% | -$263K | 0.04% | 347 |
|
|
2019
Q3 | $19.6M | Buy |
265,230
+3,048
| +1% | +$225K | 0.04% | 340 |
|
|
2019
Q2 | $19.2M | Buy |
262,182
+8,100
| +3% | +$592K | 0.04% | 331 |
|
|
2019
Q1 | $17.9M | Sell |
254,082
-10,314
| -4% | -$728K | 0.04% | 330 |
|
|
2018
Q4 | $16.5M | Sell |
264,396
-1,516
| -0.6% | -$94.3K | 0.04% | 313 |
|
|
2018
Q3 | $19.3M | Sell |
265,912
-1,940
| -0.7% | -$141K | 0.05% | 304 |
|
|
2018
Q2 | $18.3M | Sell |
267,852
-814
| -0.3% | -$55.5K | 0.05% | 300 |
|
|
2018
Q1 | $17.7M | Buy |
268,666
+17,312
| +7% | +$1.14M | 0.05% | 301 |
|
|
2017
Q4 | $16.8M | Buy |
251,354
+3,612
| +1% | +$241K | 0.05% | 287 |
|
|
2017
Q3 | $15.6M | Buy |
247,742
+3,466
| +1% | +$218K | 0.06% | 272 |
|
|
2017
Q2 | $14.8M | Sell |
244,276
-7,666
| -3% | -$465K | 0.06% | 279 |
|
|
2017
Q1 | $14.9M | Buy |
251,942
+43,120
| +21% | +$2.54M | 0.1% | 170 |
|
|
2016
Q4 | $11.8M | Sell |
208,822
-2,900
| -1% | -$164K | 0.09% | 189 |
|
|
2016
Q3 | $11.4M | Sell |
211,722
-2,202
| -1% | -$118K | 0.11% | 164 |
|
|
2016
Q2 | $11.2M | Sell |
213,924
-248,182
| -54% | -$13M | 0.09% | 168 |
|
|
2016
Q1 | $23.5M | Buy |
462,106
+8,878
| +2% | +$451K | 0.07% | 245 |
|
|
2015
Q4 | $22.8M | Buy |
453,228
+220,164
| +94% | +$11.1M | 0.06% | 258 |
|
|
2015
Q3 | $11.6M | Sell |
233,064
-33,612
| -13% | -$1.68M | 0.06% | 256 |
|
|
2015
Q2 | $13.9M | Sell |
266,676
-37,654
| -12% | -$1.97M | 0.07% | 246 |
|
|
2015
Q1 | $15.9M | Buy |
304,330
+103,088
| +51% | +$5.37M | 0.08% | 220 |
|
|
2014
Q4 | $10.4M | Buy |
201,242
+2,344
| +1% | +$121K | 0.06% | 286 |
|
|
2014
Q3 | $9.72M | Buy |
198,898
+1,514
| +0.8% | +$74K | 0.06% | 284 |
|
|
2014
Q2 | $9.78M | Sell |
197,384
-12,424
| -6% | -$616K | 0.06% | 281 |
|
|
2014
Q1 | $9.95M | Sell |
209,808
-14,024
| -6% | -$665K | 0.06% | 274 |
|
|
2013
Q4 | $10.4M | Buy |
223,832
+31,814
| +17% | +$1.48M | 0.07% | 257 |
|
|
2013
Q3 | $8.32M | Buy |
192,018
+33,258
| +21% | +$1.44M | 0.06% | 291 |
|
|
2013
Q2 | $6.41M | Buy |
+158,760
| New | +$6.41M | 0.05% | 311 |
|