Northwestern Mutual Wealth Management’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
Q2 | $796K | Sell |
5,275
-162
| -3% | -$24.4K | ﹤0.01% | 1232 |
|
|
2025
Q1 | $740K | Sell |
5,437
-341
| -6% | -$46.4K | ﹤0.01% | 1206 |
|
|
2024
Q4 | $827K | Sell |
5,778
-182
| -3% | -$26K | ﹤0.01% | 1131 |
|
|
2024
Q3 | $832K | Buy |
5,960
+702
| +13% | +$98K | ﹤0.01% | 1133 |
|
|
2024
Q2 | $696K | Sell |
5,258
-11,060
| -68% | -$1.46M | ﹤0.01% | 1139 |
|
|
2024
Q1 | $2.09M | Sell |
16,318
-8,605
| -35% | -$1.1M | ﹤0.01% | 784 |
|
|
2023
Q4 | $2.9M | Buy |
24,923
+1,631
| +7% | +$190K | ﹤0.01% | 675 |
|
|
2023
Q3 | $2.43M | Buy |
23,292
+1,549
| +7% | +$162K | ﹤0.01% | 678 |
|
|
2023
Q2 | $2.36M | Buy |
21,743
+2,288
| +12% | +$248K | ﹤0.01% | 663 |
|
|
2023
Q1 | $1.95M | Sell |
19,455
-978
| -5% | -$97.9K | ﹤0.01% | 695 |
|
|
2022
Q4 | $1.91M | Sell |
20,433
-256
| -1% | -$23.9K | ﹤0.01% | 675 |
|
|
2022
Q3 | $1.81M | Buy |
20,689
+3,627
| +21% | +$318K | ﹤0.01% | 655 |
|
|
2022
Q2 | $1.58M | Buy |
17,062
+1,729
| +11% | +$160K | ﹤0.01% | 685 |
|
|
2022
Q1 | $1.71M | Buy |
15,333
+632
| +4% | +$70.4K | ﹤0.01% | 677 |
|
|
2021
Q4 | $1.73M | Sell |
14,701
-98
| -0.7% | -$11.5K | ﹤0.01% | 653 |
|
|
2021
Q3 | $1.6M | Sell |
14,799
-1,050
| -7% | -$113K | ﹤0.01% | 627 |
|
|
2021
Q2 | $1.71M | Buy |
15,849
+46
| +0.3% | +$4.97K | ﹤0.01% | 603 |
|
|
2021
Q1 | $1.58M | Sell |
15,803
-2,828
| -15% | -$282K | ﹤0.01% | 571 |
|
|
2020
Q4 | $1.76M | Sell |
18,631
-11
| -0.1% | -$1.04K | ﹤0.01% | 508 |
|
|
2020
Q3 | $1.55M | Sell |
18,642
-1,608
| -8% | -$134K | ﹤0.01% | 477 |
|
|
2020
Q2 | $1.55M | Buy |
20,250
+3,266
| +19% | +$250K | ﹤0.01% | 447 |
|
|
2020
Q1 | $1.07M | Buy |
16,984
+12,454
| +275% | +$785K | ﹤0.01% | 466 |
|
|
2019
Q4 | $362K | Buy |
4,530
+3,496
| +338% | +$279K | ﹤0.01% | 755 |
|
|
2019
Q3 | $76K | Sell |
1,034
-378
| -27% | -$27.8K | ﹤0.01% | 1262 |
|
|
2019
Q2 | $103K | Sell |
1,412
-496
| -26% | -$36.2K | ﹤0.01% | 1106 |
|
|
2019
Q1 | $135K | Hold |
1,908
| – | – | ﹤0.01% | 984 |
|
|
2018
Q4 | $119K | Buy |
1,908
+22
| +1% | +$1.37K | ﹤0.01% | 944 |
|
|
2018
Q3 | $137K | Buy |
1,886
+302
| +19% | +$21.9K | ﹤0.01% | 934 |
|
|
2018
Q2 | $108K | Buy |
1,584
+150
| +10% | +$10.2K | ﹤0.01% | 974 |
|
|
2018
Q1 | $95K | Hold |
1,434
| – | – | ﹤0.01% | 974 |
|
|
2017
Q4 | $96K | Sell |
1,434
-50
| -3% | -$3.35K | ﹤0.01% | 935 |
|
|
2017
Q3 | $94K | Sell |
1,484
-712
| -32% | -$45.1K | ﹤0.01% | 905 |
|
|
2017
Q2 | $133K | Buy |
2,196
+1,054
| +92% | +$63.8K | ﹤0.01% | 794 |
|
|
2017
Q1 | $68K | Sell |
1,142
-296
| -21% | -$17.6K | ﹤0.01% | 945 |
|
|
2016
Q4 | $81K | Buy |
+1,438
| New | +$81K | ﹤0.01% | 881 |
|
|
2016
Q3 | – | Sell |
-638
| Closed | -$33K | – | 870 |
|
|
2016
Q2 | $33K | Sell |
638
-130
| -17% | -$6.72K | ﹤0.01% | 1017 |
|
|
2016
Q1 | $39K | Buy |
768
+368
| +92% | +$18.7K | ﹤0.01% | 976 |
|
|
2015
Q4 | $20K | Buy |
400
+200
| +100% | +$10K | ﹤0.01% | 1000 |
|
|
2015
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 1087 |
|
|
2015
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 997 |
|
|
2015
Q1 | $10K | Sell |
200
-40
| -17% | -$2K | ﹤0.01% | 1038 |
|
|
2014
Q4 | $12K | Sell |
240
-20
| -8% | -$1K | ﹤0.01% | 1015 |
|
|
2014
Q3 | $13K | Buy |
+260
| New | +$13K | ﹤0.01% | 882 |
|
|
2014
Q2 | – | Sell |
-800
| Closed | -$38K | – | 1327 |
|
|
2014
Q1 | $38K | Buy |
800
+134
| +20% | +$6.37K | ﹤0.01% | 641 |
|
|
2013
Q4 | $31K | Hold |
666
| – | – | ﹤0.01% | 694 |
|
|
2013
Q3 | $28K | Buy |
666
+350
| +111% | +$14.7K | ﹤0.01% | 672 |
|
|
2013
Q2 | $13K | Buy |
+316
| New | +$13K | ﹤0.01% | 797 |
|