Riverbend Wealth Management’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
$815K Hold
5,400
0.62% 42
2025
Q1
$735K Hold
5,400
0.66% 45
2024
Q4
$773K Buy
+5,400
New +$773K 0.69% 40