MAWCM
Mine & Arao Wealth Creation & Management’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 | $1.64M | Sell |
10,892
-44
| -0.4% | -$6.64K | 0.73% | 20 |
|
|
2025
Q1 | $1.49M | Sell |
10,936
-80
| -0.7% | -$10.9K | 0.73% | 21 |
|
|
2024
Q4 | $1.58M | Sell |
11,016
-288
| -3% | -$41.2K | 0.72% | 21 |
|
|
2024
Q3 | $1.58M | Buy |
11,304
+30
| +0.3% | +$4.19K | 0.73% | 21 |
|
|
2024
Q2 | $1.49M | Buy |
11,274
+118
| +1% | +$15.6K | 0.73% | 21 |
|
|
2024
Q1 | $1.43M | Sell |
11,156
-125
| -1% | -$16K | 0.71% | 21 |
|
|
2023
Q4 | $1.31M | Buy |
11,281
+103
| +0.9% | +$12K | 0.71% | 21 |
|
|
2023
Q3 | $1.17M | Buy |
11,178
+2
| +0% | +$209 | 0.71% | 22 |
|
|
2023
Q2 | $1.21M | Buy |
11,176
+26
| +0.2% | +$2.82K | 0.71% | 22 |
|
|
2023
Q1 | $1.12M | Sell |
11,150
-65
| -0.6% | -$6.51K | 0.72% | 23 |
|
|
2022
Q4 | $1.05M | Sell |
11,215
-58
| -0.5% | -$5.42K | 0.78% | 19 |
|
|
2022
Q3 | $989K | Buy |
11,273
+35
| +0.3% | +$3.07K | 0.73% | 22 |
|
|
2022
Q2 | $1.04M | Buy |
11,238
+25
| +0.2% | +$2.31K | 0.73% | 23 |
|
|
2022
Q1 | $1.25M | Sell |
11,213
-27
| -0.2% | -$3.01K | 0.73% | 21 |
|
|
2021
Q4 | $1.33M | Buy |
11,240
+532
| +5% | +$62.7K | 0.73% | 21 |
|
|
2021
Q3 | $1.16M | Sell |
10,708
-50
| -0.5% | -$5.39K | 0.69% | 21 |
|
|
2021
Q2 | $1.16M | Buy |
10,758
+31
| +0.3% | +$3.35K | 0.7% | 20 |
|
|
2021
Q1 | $1.07M | Hold |
10,727
| – | – | 0.71% | 20 |
|
|
2020
Q4 | $1.01M | Buy |
10,727
+5,292
| +97% | +$499K | 0.73% | 20 |
|
|
2020
Q3 | $906K | Buy |
5,435
+261
| +5% | +$43.5K | 0.75% | 18 |
|
|
2020
Q2 | $792K | Sell |
5,174
-26
| -0.5% | -$3.98K | 0.74% | 19 |
|
|
2020
Q1 | $656K | Hold |
5,200
| – | – | 0.76% | 22 |
|
|
2019
Q4 | $830K | Buy |
+5,200
| New | +$830K | 0.78% | 18 |
|