Private Wealth Partners’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 | $425K | Hold |
2,820
| – | – | 0.03% | 129 |
|
|
2025
Q1 | $384K | Hold |
2,820
| – | – | 0.03% | 130 |
|
|
2024
Q4 | $404K | Sell |
2,820
-1
| -0% | -$143 | 0.03% | 136 |
|
|
2024
Q3 | $394K | Sell |
2,821
-16
| -0.6% | -$2.23K | 0.03% | 136 |
|
|
2024
Q2 | $375K | Buy |
2,837
+637
| +29% | +$84.3K | 0.03% | 128 |
|
|
2024
Q1 | $282K | Hold |
2,200
| – | – | 0.02% | 140 |
|
|
2023
Q4 | $256K | Hold |
2,200
| – | – | 0.02% | 144 |
|
|
2023
Q3 | $230K | Hold |
2,200
| – | – | 0.02% | 143 |
|
|
2023
Q2 | $238K | Hold |
2,200
| – | – | 0.02% | 141 |
|
|
2023
Q1 | $220K | Buy |
+2,200
| New | +$220K | 0.02% | 144 |
|
|
2021
Q1 | – | Sell |
-2,200
| Closed | -$208K | – | 90 |
|
|
2020
Q4 | $208K | Buy |
+2,200
| New | +$208K | 0.02% | 113 |
|