Perigon Wealth 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
Q3 | $309K | Hold |
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|
2025
Q2 | $287K | Hold |
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|
2025
Q1 | $259K | Hold |
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|
2024
Q4 | $275K | Hold |
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|
2024
Q3 | $265K | Hold |
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|
2024
Q2 | $251K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $545K | Buy |
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|
2018
Q2 | $457K | Buy |
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|
2018
Q1 | $419K | Buy |
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|
2017
Q4 | $410K | Sell |
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|
2017
Q3 | $408K | Buy |
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|
2017
Q2 | $373K | Sell |
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|
2017
Q1 | $377K | Sell |
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|
2016
Q4 | $393K | Buy |
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