Merit Financial Group’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 | $4.29M | Hold |
28,465
| – | – | 0.05% | 315 |
|
|
2025
Q1 | $3.87M | Hold |
28,465
| – | – | 0.06% | 268 |
|
|
2024
Q4 | $4.07M | Hold |
28,465
| – | – | 0.07% | 221 |
|
|
2024
Q3 | $3.97M | Hold |
28,465
| – | – | 0.09% | 175 |
|
|
2024
Q2 | $3.77M | Hold |
28,465
| – | – | 0.08% | 184 |
|
|
2024
Q1 | $3.55M | Hold |
28,465
| – | – | 0.08% | 183 |
|
|
2023
Q4 | $3.32M | Hold |
28,465
| – | – | 0.1% | 138 |
|
|
2023
Q3 | $2.97M | Hold |
28,465
| – | – | 0.1% | 159 |
|
|
2023
Q2 | $3.08M | Hold |
28,465
| – | – | 0.1% | 156 |
|
|
2023
Q1 | $2.85M | Hold |
28,465
| – | – | 0.1% | 147 |
|
|
2022
Q4 | $2.66M | Hold |
28,465
| – | – | 0.1% | 156 |
|
|
2022
Q3 | $2.5M | Hold |
28,465
| – | – | 0.11% | 131 |
|
|
2022
Q2 | $2.63M | Hold |
28,465
| – | – | 0.08% | 153 |
|
|
2022
Q1 | $3.17M | Hold |
28,465
| – | – | 0.19% | 80 |
|
|
2021
Q4 | $3.36M | Hold |
28,465
| – | – | 0.33% | 38 |
|
|
2021
Q3 | $3.07M | Hold |
28,465
| – | – | 0.32% | 38 |
|
|
2021
Q2 | $3.07M | Buy |
+28,465
| New | +$3.07M | 0.29% | 39 |
|