Planned Solutions’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
$318K Hold
2025
Q1
$287K Hold
2024
Q4
$301K Hold
2024
Q3
$294K Hold
2024
Q2
$279K Hold
2024
Q1
$270K Hold
2023
Q4
$245K Hold
2023
Q3
$220K Hold
2023
Q2
$228K Hold
2023
Q1
$211K Buy