Narus Financial Partners’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
2026 Q1	$808K	Hold	5,100	–	–	0.21%	72
2025 Q4	$846K	Hold	5,100	–	–	0.23%	64
2025 Q3	$829K	Hold	5,100	–	–	0.23%	68
2025 Q2	$769K	Hold	5,100	–	–	0.24%	63
2025 Q1	$694K	Sell	5,100 -76	-1%	-$10.9K	0.24%	63
2024 Q4	$741K	Hold	5,176	–	–	0.25%	62
2024 Q3	$723K	Hold	5,176	–	–	0.26%	60
2024 Q2	$685K	Hold	5,176	–	–	0.28%	61
2024 Q1	$663K	Hold	5,176	–	–	0.28%	63
2023 Q4	$603K	Hold	5,176	–	–	0.29%	61
2023 Q3	$541K	Hold	5,176	–	–	0.28%	61
2023 Q2	$561K	Hold	5,176	–	–	0.29%	61
2023 Q1	$518K	Hold	5,176	–	–	0.28%	67
2022 Q4	$484K	Hold	5,176	–	–	0.28%	62
2022 Q3	$454K	Hold	5,176	–	–	0.29%	59
2022 Q2	$478K	Hold	5,176	–	–	0.3%	56
2022 Q1	$576K	Buy	+5,176	New	+$569K	0.32%	54
2021 Q1	$517K	Buy	+5,176	New	+$505K	0.31%	46
2019 Q4	$413K	Hold	5,176	–	–	0.29%	39
2019 Q3	$382K	Hold	5,176	–	–	0.28%	42
2019 Q2	$378K	Buy	+5,176	New	+$372K	0.29%	41