Optivise Advisory Services’s iShares Dow Jones US ETF IYY Stock Holding History

Optivise Advisory Services’s Portfolio IYY Stock Details IYY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$695K	Sell
2025 Q1	$627K	Hold
2024 Q4	$659K	Sell
2024 Q3	$665K	Buy
2024 Q2	$630K	Buy