Private Wealth Partners’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
Q3 | $458K | Hold |
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|
2025
Q2 | $425K | Hold |
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|
2025
Q1 | $384K | Hold |
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|
2024
Q4 | $404K | Sell |
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|
2024
Q3 | $394K | Sell |
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|
2024
Q2 | $375K | Buy |
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|
2024
Q1 | $282K | Hold |
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|
2023
Q4 | $256K | Hold |
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|
2023
Q3 | $230K | Hold |
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|
2023
Q2 | $238K | Hold |
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|
2023
Q1 | $220K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $208K | Buy |
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