Principal Securities’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
Q2
$227K Sell
1,507
-645
-30% -$97.3K ﹤0.01% 1183
2025
Q1
$308K Hold
2,152
0.01% 960
2024
Q4
$308K Buy
2,152
+1
+0% +$143 0.01% 957
2024
Q3
$300K Buy
2,151
+1
+0% +$140 0.01% 932
2024
Q2
$285K Buy
2,150
+25
+1% +$3.31K 0.01% 905
2024
Q1
$272K Buy
2,125
+433
+26% +$55.5K 0.01% 895
2023
Q4
$197K Buy
+1,692
New +$197K 0.01% 939