OneDigital Investment Advisors’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 | $885K | Sell |
5,865
-315
| -5% | -$47.5K | 0.01% | 677 |
|
|
2025
Q1 | $841K | Sell |
6,180
-205
| -3% | -$27.9K | 0.01% | 665 |
|
|
2024
Q4 | $914K | Hold |
6,385
| – | – | 0.01% | 665 |
|
|
2024
Q3 | $891K | Sell |
6,385
-8
| -0.1% | -$1.12K | 0.01% | 694 |
|
|
2024
Q2 | $846K | Sell |
6,393
-695
| -10% | -$92K | 0.01% | 676 |
|
|
2024
Q1 | $908K | Sell |
7,088
-12
| -0.2% | -$1.54K | 0.01% | 537 |
|
|
2023
Q4 | $827K | Sell |
7,100
-434
| -6% | -$50.6K | 0.01% | 537 |
|
|
2023
Q3 | $787K | Sell |
7,534
-43
| -0.6% | -$4.49K | 0.02% | 489 |
|
|
2023
Q2 | $821K | Buy |
7,577
+20
| +0.3% | +$2.17K | 0.02% | 464 |
|
|
2023
Q1 | $756K | Buy |
7,557
+13
| +0.2% | +$1.3K | 0.02% | 473 |
|
|
2022
Q4 | $705K | Buy |
7,544
+69
| +0.9% | +$6.45K | 0.02% | 435 |
|
|
2022
Q3 | $656K | Buy |
+7,475
| New | +$656K | 0.02% | 390 |
|
|
2019
Q3 | – | Sell |
-464
| Closed | -$34K | – | 824 |
|
|
2019
Q2 | $34K | Buy |
464
+2
| +0.4% | +$147 | ﹤0.01% | 649 |
|
|
2019
Q1 | $33K | Buy |
462
+2
| +0.4% | +$143 | ﹤0.01% | 594 |
|
|
2018
Q4 | $29K | Buy |
460
+4
| +0.9% | +$252 | ﹤0.01% | 584 |
|
|
2018
Q3 | $33K | Buy |
456
+2
| +0.4% | +$145 | 0.01% | 509 |
|
|
2018
Q2 | $31K | Hold |
454
| – | – | 0.01% | 657 |
|
|
2018
Q1 | $30K | Sell |
454
-798
| -64% | -$52.7K | 0.01% | 660 |
|
|
2017
Q4 | $84K | Buy |
+1,252
| New | +$84K | 0.01% | 385 |
|