Murphy Middleton Hinkle & Parker’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
$408K Hold
3,000
0.23% 97
2025
Q1
$408K Hold
3,000
0.23% 97
2024
Q4
$429K Hold
3,000
0.24% 96
2024
Q3
$419K Hold
3,000
0.23% 103
2024
Q2
$397K Hold
3,000
0.23% 99
2024
Q1
$384K Hold
3,000
0.22% 104
2023
Q4
$350K Hold
3,000
0.22% 105
2023
Q3
$313K Hold
3,000
0.2% 107
2023
Q2
$325K Hold
3,000
0.2% 108
2023
Q1
$300K Hold
3,000
0.19% 116
2022
Q4
$280K Hold
3,000
0.18% 117
2022
Q3
$263K Hold
3,000
0.18% 113
2022
Q2
$277K Hold
3,000
0.18% 114
2022
Q1
$334K Hold
3,000
0.18% 115
2021
Q4
$354K Hold
3,000
0.19% 113
2021
Q3
$324K Hold
3,000
0.19% 117
2021
Q2
$324K Sell
3,000
-1,000
-25% -$108K 0.18% 118
2021
Q1
$399K Hold
4,000
0.23% 105
2020
Q4
$377K Hold
4,000
0.25% 100
2020
Q3
$333K Hold
4,000
0.24% 99
2020
Q2
$306K Hold
4,000
0.23% 100
2020
Q1
$252K Hold
4,000
0.22% 101
2019
Q4
$319K Hold
4,000
0.21% 108
2019
Q3
$295K Hold
4,000
0.21% 106
2019
Q2
$292K Hold
4,000
0.21% 108
2019
Q1
$282K Hold
4,000
0.19% 105
2018
Q4
$249K Hold
4,000
0.19% 108
2018
Q3
$291K Hold
4,000
0.21% 110
2018
Q2
$273K Buy
+4,000
New +$273K 0.2% 109