Optivise Advisory 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	$695K	Sell	4,605 -1	-0%	-$151	0.36%	72
2025 Q1	$627K	Hold	4,606	–	–	0.35%	69
2024 Q4	$659K	Sell	4,606 -155	-3%	-$22.2K	0.36%	74
2024 Q3	$665K	Buy	4,761 +2	+0%	+$279	0.35%	63
2024 Q2	$630K	Buy	+4,759	New	+$630K	0.34%	68