Reilly Financial Advisors’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
2021
Q4
$14K Hold
120
﹤0.01% 636
2021
Q3
$13K Hold
120
﹤0.01% 613
2021
Q2
$13K Hold
120
﹤0.01% 642
2021
Q1
$12K Hold
120
﹤0.01% 660
2020
Q4
$11K Hold
120
﹤0.01% 607
2020
Q3
$10K Hold
120
﹤0.01% 566
2020
Q2
$9K Hold
120
﹤0.01% 604
2020
Q1
$8K Hold
120
﹤0.01% 590
2019
Q4
$10K Hold
120
﹤0.01% 626
2019
Q3
$9K Hold
120
﹤0.01% 648
2019
Q2
$9K Hold
120
﹤0.01% 695
2019
Q1
$8K Hold
120
﹤0.01% 727
2018
Q4
$7K Hold
120
﹤0.01% 705
2018
Q3
$9K Hold
120
﹤0.01% 728
2018
Q2
$8K Hold
120
﹤0.01% 722
2018
Q1
$8K Hold
120
﹤0.01% 697
2017
Q4
$8K Hold
120
﹤0.01% 698
2017
Q3
$8K Hold
120
﹤0.01% 674
2017
Q2
$7K Hold
120
﹤0.01% 720
2017
Q1
$7K Hold
120
﹤0.01% 678
2016
Q4
$7K Hold
120
﹤0.01% 612
2016
Q3
$7K Hold
120
﹤0.01% 591
2016
Q2
$6K Hold
120
﹤0.01% 572
2016
Q1
$6K Hold
120
﹤0.01% 650
2015
Q4
$6K Hold
120
﹤0.01% 675
2015
Q3
$6K Hold
120
﹤0.01% 913
2015
Q2
$6K Hold
120
﹤0.01% 1014
2015
Q1
$6K Hold
120
﹤0.01% 976
2014
Q4
$6K Sell
120
-150
-56% -$7.5K ﹤0.01% 596
2014
Q3
$13K Sell
270
-170
-39% -$8.19K ﹤0.01% 471
2014
Q2
$22K Sell
440
-100
-19% -$5K 0.01% 396
2014
Q1
$26K Sell
540
-270
-33% -$13K 0.01% 377
2013
Q4
$38K Hold
810
0.01% 288
2013
Q3
$35K Hold
810
0.01% 266
2013
Q2
$33K Buy
+810
New +$33K 0.01% 281