New Wave Wealth Advisors’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
Q3
$1.22M Hold
2025
Q2
$1.22M Hold
2025
Q1
$1.1M Sell
2024
Q4
$1.3M Hold
2024
Q3
$1.27M Hold
2024
Q2
$1.2M Buy