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 |
|