MA
Mutual Advisors’s iShares Dow Jones US ETF IYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $906K | Sell |
5,828
-1,110
| -16% | -$173K | 0.02% | 553 |
|
|
2025
Q1 | $931K | Sell |
6,938
-140
| -2% | -$18.8K | 0.03% | 470 |
|
|
2024
Q4 | $1.03M | Sell |
7,078
-315
| -4% | -$45.6K | 0.03% | 473 |
|
|
2024
Q3 | $1.04M | Sell |
7,393
-105
| -1% | -$14.8K | 0.03% | 472 |
|
|
2024
Q2 | $996K | Sell |
7,498
-373
| -5% | -$49.6K | 0.03% | 488 |
|
|
2024
Q1 | $1.01M | Sell |
7,871
-34
| -0.4% | -$4.36K | 0.03% | 468 |
|
|
2023
Q4 | $921K | Sell |
7,905
-1,238
| -14% | -$144K | 0.03% | 479 |
|
|
2023
Q3 | $955K | Sell |
9,143
-111
| -1% | -$11.6K | 0.04% | 437 |
|
|
2023
Q2 | $1M | Buy |
9,254
+23
| +0.2% | +$2.49K | 0.04% | 432 |
|
|
2023
Q1 | $924K | Sell |
9,231
-95
| -1% | -$9.51K | 0.04% | 446 |
|
|
2022
Q4 | $871K | Sell |
9,326
-409
| -4% | -$38.2K | 0.04% | 442 |
|
|
2022
Q3 | $854K | Sell |
9,735
-87
| -0.9% | -$7.63K | 0.04% | 409 |
|
|
2022
Q2 | $907K | Sell |
9,822
-328
| -3% | -$30.3K | 0.06% | 364 |
|
|
2022
Q1 | $1.13M | Buy |
10,150
+27
| +0.3% | +$3.01K | 0.06% | 341 |
|
|
2021
Q4 | $1.19M | Buy |
10,123
+43
| +0.4% | +$5.07K | 0.06% | 338 |
|
|
2021
Q3 | $1.09M | Sell |
10,080
-126
| -1% | -$13.6K | 0.06% | 334 |
|
|
2021
Q2 | $1.1M | Sell |
10,206
-900
| -8% | -$97.2K | 0.07% | 339 |
|
|
2021
Q1 | $1.11M | Sell |
11,106
-872
| -7% | -$87.1K | 0.08% | 308 |
|
|
2020
Q4 | $1.13M | Buy |
11,978
+5,655
| +89% | +$533K | 0.08% | 276 |
|
|
2020
Q3 | $1.05M | Sell |
6,323
-1,171
| -16% | -$195K | 0.09% | 238 |
|
|
2020
Q2 | $1.15M | Sell |
7,494
-406
| -5% | -$62.1K | 0.11% | 193 |
|
|
2020
Q1 | $997K | Sell |
7,900
-1,276
| -14% | -$161K | 0.14% | 177 |
|
|
2019
Q4 | $1.47M | Buy |
9,176
+154
| +2% | +$24.6K | 0.16% | 160 |
|
|
2019
Q3 | $1.33M | Buy |
9,022
+632
| +8% | +$93.2K | 0.18% | 144 |
|
|
2019
Q2 | $1.23M | Sell |
8,390
-188
| -2% | -$27.5K | 0.16% | 163 |
|
|
2019
Q1 | $1.21M | Sell |
8,578
-9,907
| -54% | -$1.4M | 0.18% | 137 |
|
|
2018
Q4 | $2.3M | Sell |
18,485
-54,840
| -75% | -$6.82M | 0.45% | 44 |
|
|
2018
Q3 | $10.7M | Buy |
+73,325
| New | +$10.7M | 1.62% | 9 |
|