Pinnacle Financial Partners’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 | – | Sell |
|
|||||
|
2025
Q1 | $842K | Hold |
|
|||||
|
2024
Q4 | $821K | Hold |
|
|||||
|
2024
Q3 | $821K | Hold |
|
|||||
|
2024
Q2 | $754K | Hold |
|
|||||
|
2024
Q1 | $754K | Hold |
|
|||||
|
2023
Q4 | $686K | Hold |
|
|||||
|
2023
Q3 | $615K | Hold |
|
|||||
|
2023
Q2 | $637K | Hold |
|
|||||
|
2023
Q1 | $589K | Hold |
|
|||||
|
2022
Q4 | $550K | Hold |
|
|||||
|
2022
Q3 | $516K | Hold |
|
|||||
|
2022
Q2 | $543K | Hold |
|
|||||
|
2022
Q1 | $655K | Hold |
|
|||||
|
2021
Q4 | $693K | Hold |
|
|||||
|
2021
Q3 | $635K | Hold |
|
|||||
|
2021
Q2 | $635K | Hold |
|
|||||
|
2021
Q1 | $555K | Buy |
|
|||||
|
2020
Q4 | $490K | Sell |
|
|||||
|
2020
Q3 | $490K | Hold |
|
|||||
|
2020
Q2 | $450K | Hold |
|
|||||
|
2020
Q1 | $371K | Hold |
|
|||||
|
2019
Q4 | $470K | Hold |
|
|||||
|
2019
Q3 | $434K | Hold |
|
|||||
|
2019
Q2 | $430K | Hold |
|
|||||
|
2019
Q1 | $415K | Hold |
|
|||||
|
2018
Q4 | $366K | Hold |
|
|||||
|
2018
Q3 | $428K | Hold |
|
|||||
|
2018
Q2 | $401K | Hold |
|
|||||
|
2018
Q1 | $389K | Hold |
|
|||||
|
2017
Q4 | $393K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $357K | Hold |
|
|||||
|
2017
Q1 | $348K | Buy |
|