Oxford Financial Group’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
Q3 | $175K | Buy |
|
|||||
|
2025
Q2 | $162K | Buy |
|
|||||
|
2025
Q1 | $146K | Buy |
|
|||||
|
2024
Q4 | $153K | Buy |
|
|||||
|
2024
Q3 | $149K | Buy |
|
|||||
|
2024
Q2 | $141K | Buy |
|
|||||
|
2024
Q1 | $136K | Buy |
|
|||||
|
2023
Q4 | $123K | Buy |
|
|||||
|
2023
Q3 | $110K | Hold |
|
|||||
|
2023
Q2 | $114K | Buy |
|
|||||
|
2023
Q1 | $105K | Buy |
|
|||||
|
2022
Q4 | $97.4K | Buy |
|
|||||
|
2022
Q3 | $91K | Buy |
|