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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $769K | Hold |
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|
2025
Q1 | $694K | Sell |
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|
2024
Q4 | $741K | Hold |
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|
2024
Q3 | $723K | Hold |
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|
2024
Q2 | $685K | Hold |
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|
2024
Q1 | $663K | Hold |
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|
2023
Q4 | $603K | Hold |
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|
2023
Q3 | $541K | Hold |
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|
2023
Q2 | $561K | Hold |
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|
2023
Q1 | $518K | Hold |
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|
2022
Q4 | $484K | Hold |
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|
2022
Q3 | $454K | Hold |
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|
2022
Q2 | $478K | Hold |
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|
2022
Q1 | $576K | Buy |
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|
2021
Q1 | $517K | Buy |
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|
2019
Q4 | $413K | Hold |
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|
2019
Q3 | $382K | Hold |
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|
2019
Q2 | $378K | Buy |
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