PS
Planned Solutions’s iShares Dow Jones US ETF IYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Hold |
2,106
| – | – | 0.12% | 83 |
|
|
2025
Q1 | $287K | Hold |
2,106
| – | – | 0.12% | 84 |
|
|
2024
Q4 | $301K | Hold |
2,106
| – | – | 0.12% | 75 |
|
|
2024
Q3 | $294K | Hold |
2,106
| – | – | 0.12% | 74 |
|
|
2024
Q2 | $279K | Hold |
2,106
| – | – | 0.13% | 70 |
|
|
2024
Q1 | $270K | Hold |
2,106
| – | – | 0.13% | 72 |
|
|
2023
Q4 | $245K | Hold |
2,106
| – | – | 0.11% | 70 |
|
|
2023
Q3 | $220K | Hold |
2,106
| – | – | 0.13% | 70 |
|
|
2023
Q2 | $228K | Hold |
2,106
| – | – | 0.13% | 69 |
|
|
2023
Q1 | $211K | Buy |
+2,106
| New | +$211K | 0.13% | 72 |
|