Moneta Group Investment Advisors’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 | $335K | Hold |
2,218
| – | – | ﹤0.01% | 532 |
|
|
2025
Q1 | $302K | Buy |
2,218
+18
| +0.8% | +$2.45K | ﹤0.01% | 525 |
|
|
2024
Q4 | $315K | Hold |
2,200
| – | – | ﹤0.01% | 520 |
|
|
2024
Q3 | $307K | Hold |
2,200
| – | – | ﹤0.01% | 512 |
|
|
2024
Q2 | $291K | Hold |
2,200
| – | – | ﹤0.01% | 491 |
|
|
2024
Q1 | $282K | Sell |
2,200
-20
| -0.9% | -$2.56K | ﹤0.01% | 506 |
|
|
2023
Q4 | $259K | Hold |
2,220
| – | – | 0.01% | 477 |
|
|
2023
Q3 | $232K | Buy |
+2,220
| New | +$232K | 0.01% | 456 |
|