Novak & Powell Financial Services’s iShares Dow Jones US ETF IYY Stock Holding History

Novak & Powell Financial Services’s Portfolio IYY Stock Details IYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.11M	Hold
2025 Q1	$998K	Hold
2024 Q4	$1.05M	Hold
2024 Q3	$1.02M	Sell
2024 Q2	$1.02M	Hold
2024 Q1	$990K	Hold
2023 Q4	$901K	Buy