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 |
|