Montag & Associates’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 | $65.9K | Hold |
437
| – | – | ﹤0.01% | 526 |
|
|
2025
Q1 | $59.4K | Hold |
437
| – | – | ﹤0.01% | 579 |
|
|
2024
Q4 | $62.5K | Hold |
437
| – | – | ﹤0.01% | 568 |
|
|
2024
Q3 | $61K | Hold |
437
| – | – | ﹤0.01% | 575 |
|
|
2024
Q2 | $57.8K | Hold |
437
| – | – | ﹤0.01% | 568 |
|
|
2024
Q1 | $55.9K | Hold |
437
| – | – | ﹤0.01% | 572 |
|
|
2023
Q4 | $50.9K | Hold |
437
| – | – | ﹤0.01% | 576 |
|
|
2023
Q3 | $45.8K | Hold |
437
| – | – | ﹤0.01% | 569 |
|
|
2023
Q2 | $47.3K | Hold |
437
| – | – | ﹤0.01% | 571 |
|
|
2023
Q1 | $43.7K | Hold |
437
| – | – | ﹤0.01% | 575 |
|
|
2022
Q4 | $40.8K | Hold |
437
| – | – | ﹤0.01% | 578 |
|
|
2022
Q3 | $38K | Hold |
437
| – | – | ﹤0.01% | 578 |
|
|
2022
Q2 | $40K | Hold |
437
| – | – | ﹤0.01% | 559 |
|
|
2022
Q1 | $49K | Hold |
437
| – | – | ﹤0.01% | 567 |
|
|
2021
Q4 | $51K | Hold |
437
| – | – | ﹤0.01% | 564 |
|
|
2021
Q3 | $47K | Hold |
437
| – | – | ﹤0.01% | 570 |
|
|
2021
Q2 | $47K | Hold |
437
| – | – | ﹤0.01% | 559 |
|
|
2021
Q1 | $44K | Hold |
437
| – | – | ﹤0.01% | 573 |
|
|
2020
Q4 | $41K | Buy |
+437
| New | +$41K | ﹤0.01% | 559 |
|