O'Shaughnessy Asset Management’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 | $190K | Hold |
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|
2025
Q1 | $171K | Hold |
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|
2024
Q4 | $180K | Hold |
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|
2024
Q3 | $179K | Hold |
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|
2024
Q2 | $166K | Buy |
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|
2024
Q1 | $142K | Hold |
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|
2023
Q4 | $129K | Hold |
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|
2023
Q3 | $116K | Hold |
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|
2023
Q2 | $120K | Hold |
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|
2023
Q1 | $111K | Sell |
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|
2022
Q4 | $105K | Buy |
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