New Century Financial Group’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 Q1	–	Sell	-2,006	Closed	-$290K	–	227
2024 Q4	$290K	Sell	2,006 -92	-4%	-$13.3K	0.12%	219
2024 Q3	$293K	Sell	2,098 -1,142	-35%	-$159K	0.11%	237
2024 Q2	$429K	Buy	+3,240	New	+$429K	0.18%	150