Oxford Financial Group’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 | $162K | Buy |
1,074
+2
| +0.2% | +$302 | 0.01% | 213 |
|
|
2025
Q1 | $146K | Buy |
1,072
+3
| +0.3% | +$408 | 0.01% | 215 |
|
|
2024
Q4 | $153K | Buy |
1,069
+3
| +0.3% | +$429 | 0.01% | 251 |
|
|
2024
Q3 | $149K | Buy |
1,066
+4
| +0.4% | +$558 | 0.01% | 248 |
|
|
2024
Q2 | $141K | Buy |
1,062
+2
| +0.2% | +$265 | 0.01% | 263 |
|
|
2024
Q1 | $136K | Buy |
1,060
+3
| +0.3% | +$384 | 0.01% | 228 |
|
|
2023
Q4 | $123K | Buy |
1,057
+8
| +0.8% | +$932 | 0.01% | 240 |
|
|
2023
Q3 | $110K | Hold |
1,049
| – | – | 0.01% | 228 |
|
|
2023
Q2 | $114K | Buy |
1,049
+3
| +0.3% | +$325 | 0.01% | 242 |
|
|
2023
Q1 | $105K | Buy |
1,046
+4
| +0.4% | +$400 | 0.01% | 202 |
|
|
2022
Q4 | $97.4K | Buy |
1,042
+4
| +0.4% | +$374 | 0.01% | 200 |
|
|
2022
Q3 | $91K | Buy |
+1,038
| New | +$91K | 0.01% | 186 |
|