Montag & Associates’s iShares Dow Jones US ETF IYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.9K | Hold |
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|
2025
Q1 | $59.4K | Hold |
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|
2024
Q4 | $62.5K | Hold |
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|
2024
Q3 | $61K | Hold |
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|
2024
Q2 | $57.8K | Hold |
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|
2024
Q1 | $55.9K | Hold |
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|
2023
Q4 | $50.9K | Hold |
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|
2023
Q3 | $45.8K | Hold |
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|
2023
Q2 | $47.3K | Hold |
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|
2023
Q1 | $43.7K | Hold |
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|
2022
Q4 | $40.8K | Hold |
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|
2022
Q3 | $38K | Hold |
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|
2022
Q2 | $40K | Hold |
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|
2022
Q1 | $49K | Hold |
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|
2021
Q4 | $51K | Hold |
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|
2021
Q3 | $47K | Hold |
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|
2021
Q2 | $47K | Hold |
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|
2021
Q1 | $44K | Hold |
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|
2020
Q4 | $41K | Buy |
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