OneDigital Investment 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
Q2 | $885K | Sell |
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2025
Q1 | $841K | Sell |
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|
2024
Q4 | $914K | Hold |
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2024
Q3 | $891K | Sell |
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|
2024
Q2 | $846K | Sell |
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|
2024
Q1 | $908K | Sell |
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|
2023
Q4 | $827K | Sell |
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|
2023
Q3 | $787K | Sell |
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|
2023
Q2 | $821K | Buy |
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|
2023
Q1 | $756K | Buy |
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|
2022
Q4 | $705K | Buy |
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|
2022
Q3 | $656K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $34K | Buy |
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|
2019
Q1 | $33K | Buy |
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|
2018
Q4 | $29K | Buy |
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|
2018
Q3 | $33K | Buy |
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|
2018
Q2 | $31K | Hold |
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|
2018
Q1 | $30K | Sell |
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|
2017
Q4 | $84K | Buy |
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