Novak & Powell Financial Services’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 | $1.11M | Hold |
7,332
| – | – | 0.77% | 25 |
|
|
2025
Q1 | $998K | Hold |
7,332
| – | – | 0.62% | 38 |
|
|
2024
Q4 | $1.05M | Hold |
7,332
| – | – | 0.62% | 38 |
|
|
2024
Q3 | $1.02M | Sell |
7,332
-400
| -5% | -$55.8K | 0.59% | 42 |
|
|
2024
Q2 | $1.02M | Hold |
7,732
| – | – | 0.64% | 42 |
|
|
2024
Q1 | $990K | Hold |
7,732
| – | – | 0.74% | 32 |
|
|
2023
Q4 | $901K | Buy |
+7,732
| New | +$901K | 0.6% | 43 |
|