MTM Investment Management’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 | $40.7K | Hold |
270
| – | – | 0.01% | 358 |
|
|
2025
Q1 | $36.9K | Hold |
270
| – | – | 0.01% | 230 |
|
|
2024
Q4 | $38.6K | Hold |
270
| – | – | 0.01% | 223 |
|
|
2024
Q3 | $37.6K | Hold |
270
| – | – | 0.01% | 227 |
|
|
2024
Q2 | $35.7K | Hold |
270
| – | – | 0.01% | 222 |
|
|
2024
Q1 | $34.6K | Hold |
270
| – | – | 0.01% | 230 |
|
|
2023
Q4 | $31.5K | Sell |
270
-156
| -37% | -$18.2K | 0.01% | 221 |
|
|
2023
Q3 | $44.5K | Sell |
426
-200
| -32% | -$20.9K | 0.02% | 205 |
|
|
2023
Q2 | $67.8K | Hold |
626
| – | – | 0.03% | 206 |
|
|
2023
Q1 | $62.6K | Hold |
626
| – | – | 0.03% | 209 |
|
|
2022
Q4 | $58.5K | Sell |
626
-70
| -10% | -$6.54K | 0.03% | 209 |
|
|
2022
Q3 | $61K | Hold |
696
| – | – | 0.03% | 203 |
|
|
2022
Q2 | $65K | Hold |
696
| – | – | 0.04% | 205 |
|
|
2022
Q1 | $78K | Sell |
696
-138
| -17% | -$15.5K | 0.04% | 217 |
|
|
2021
Q4 | $98K | Sell |
834
-200
| -19% | -$23.5K | 0.05% | 211 |
|
|
2021
Q3 | $112K | Hold |
1,034
| – | – | 0.06% | 187 |
|
|
2021
Q2 | $112K | Hold |
1,034
| – | – | 0.06% | 185 |
|
|
2021
Q1 | $103K | Hold |
1,034
| – | – | 0.06% | 179 |
|
|
2020
Q4 | $98K | Buy |
+1,034
| New | +$98K | 0.06% | 170 |
|