Melfa Wealth Management’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 | $343K | Hold |
2,271
| – | – | 0.22% | 115 |
|
|
2025
Q1 | $309K | Hold |
2,271
| – | – | 0.21% | 117 |
|
|
2024
Q4 | $325K | Hold |
2,271
| – | – | 0.22% | 114 |
|
|
2024
Q3 | $317K | Hold |
2,271
| – | – | 0.21% | 117 |
|
|
2024
Q2 | $301K | Hold |
2,271
| – | – | 0.21% | 116 |
|
|
2024
Q1 | $291K | Sell |
2,271
-50
| -2% | -$6.41K | 0.21% | 114 |
|
|
2023
Q4 | $270K | Hold |
2,321
| – | – | 0.25% | 87 |
|
|
2023
Q3 | $242K | Hold |
2,321
| – | – | 0.26% | 89 |
|
|
2023
Q2 | $251K | Hold |
2,321
| – | – | 0.25% | 92 |
|
|
2023
Q1 | $232K | Hold |
2,321
| – | – | 0.23% | 100 |
|
|
2022
Q4 | $217K | Buy |
+2,321
| New | +$217K | 0.23% | 102 |
|