Money Concepts Capital’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 | $3.88M | Buy |
25,708
+433
| +2% | +$65.3K | 0.26% | 84 |
|
|
2025
Q1 | $3.44M | Sell |
25,275
-134
| -0.5% | -$18.2K | 0.26% | 85 |
|
|
2024
Q4 | $3.64M | Buy |
25,409
+1,586
| +7% | +$227K | 0.27% | 79 |
|
|
2024
Q3 | $3.33M | Sell |
23,823
-340
| -1% | -$47.5K | 0.25% | 87 |
|
|
2024
Q2 | $3.2M | Buy |
24,163
+217
| +0.9% | +$28.7K | 0.27% | 87 |
|
|
2024
Q1 | $3.07M | Buy |
23,946
+2,293
| +11% | +$294K | 0.28% | 92 |
|
|
2023
Q4 | $2.52M | Buy |
21,653
+765
| +4% | +$89.1K | 0.23% | 113 |
|
|
2023
Q3 | $2.18M | Buy |
20,888
+273
| +1% | +$28.5K | 0.23% | 125 |
|
|
2023
Q2 | $2.23M | Sell |
20,615
-122,103
| -86% | -$13.2M | 0.23% | 123 |
|
|
2023
Q1 | $2.17M | Buy |
142,718
+114,969
| +414% | +$1.75M | 0.12% | 142 |
|
|
2022
Q4 | $2.59M | Buy |
27,749
+9,014
| +48% | +$842K | 0.12% | 161 |
|
|
2022
Q3 | $1.64M | Buy |
18,735
+878
| +5% | +$77K | 0.1% | 182 |
|
|
2022
Q2 | $1.67M | Sell |
17,857
-8,333
| -32% | -$778K | 0.15% | 150 |
|
|
2022
Q1 | $2.92M | Buy |
26,190
+8,606
| +49% | +$959K | 0.16% | 141 |
|
|
2021
Q4 | $2.07M | Buy |
+17,584
| New | +$2.07M | 0.18% | 134 |
|
|
2021
Q1 | $1.73M | Buy |
17,338
+8,110
| +88% | +$810K | 0.14% | 155 |
|
|
2020
Q4 | $870K | Buy |
+9,228
| New | +$870K | 0.08% | 207 |
|