Pinnacle Financial Partners’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 Q1	$842K	Hold	5,884	–	–	0.02%	289
2024 Q4	$821K	Hold	5,884	–	–	0.02%	287
2024 Q3	$821K	Hold	5,884	–	–	0.02%	289
2024 Q2	$754K	Hold	5,884	–	–	0.02%	297
2024 Q1	$754K	Hold	5,884	–	–	0.02%	291
2023 Q4	$686K	Hold	5,884	–	–	0.02%	283
2023 Q3	$615K	Hold	5,884	–	–	0.02%	281
2023 Q2	$637K	Hold	5,884	–	–	0.02%	279
2023 Q1	$589K	Hold	5,884	–	–	0.02%	284
2022 Q4	$550K	Hold	5,884	–	–	0.02%	286
2022 Q3	$516K	Hold	5,884	–	–	0.02%	275
2022 Q2	$543K	Hold	5,884	–	–	0.02%	264
2022 Q1	$655K	Hold	5,884	–	–	0.02%	260
2021 Q4	$693K	Hold	5,884	–	–	0.02%	262
2021 Q3	$635K	Hold	5,884	–	–	0.02%	261
2021 Q2	$635K	Hold	5,884	–	–	0.03%	247
2021 Q1	$555K	Buy	5,884 +2,942	+100%	+$278K	0.03%	248
2020 Q4	$490K	Sell	2,942 -2,942	-50%	-$490K	0.02%	254
2020 Q3	$490K	Hold	5,884	–	–	0.03%	241
2020 Q2	$450K	Hold	5,884	–	–	0.03%	244
2020 Q1	$371K	Hold	5,884	–	–	0.03%	258
2019 Q4	$470K	Hold	5,884	–	–	0.03%	263
2019 Q3	$434K	Hold	5,884	–	–	0.03%	256
2019 Q2	$430K	Hold	5,884	–	–	0.03%	252
2019 Q1	$415K	Hold	5,884	–	–	0.03%	249
2018 Q4	$366K	Hold	5,884	–	–	0.03%	248
2018 Q3	$428K	Hold	5,884	–	–	0.04%	250
2018 Q2	$401K	Hold	5,884	–	–	0.04%	239
2018 Q1	$389K	Hold	5,884	–	–	0.04%	233
2017 Q4	$393K	Buy	+5,884	New	+$393K	0.04%	230
2017 Q3	–	Sell	-5,884	Closed	-$357K	–	373
2017 Q2	$357K	Hold	5,884	–	–	0.05%	222
2017 Q1	$348K	Buy	+5,884	New	+$348K	0.07%	197