NWWA
New Wave Wealth 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 | $1.22M | Hold |
8,091
| – | – | 0.52% | 42 |
|
|
2025
Q1 | $1.1M | Sell |
8,091
-1,006
| -11% | -$137K | 0.49% | 43 |
|
|
2024
Q4 | $1.3M | Hold |
9,097
| – | – | 0.53% | 42 |
|
|
2024
Q3 | $1.27M | Hold |
9,097
| – | – | 0.59% | 40 |
|
|
2024
Q2 | $1.2M | Buy |
+9,097
| New | +$1.2M | 0.65% | 39 |
|