SIA
Sage Investment Advisers’s iShares Dow Jones US ETF IYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.67M | Buy |
11,956
+26
| +0.2% | +$3.63K | 1.75% | 19 |
|
|
2024
Q2 | $1.58M | Sell |
11,930
-48
| -0.4% | -$6.35K | 1.78% | 19 |
|
|
2024
Q1 | $1.53M | Buy |
11,978
+2
| +0% | +$256 | 1.76% | 19 |
|
|
2023
Q4 | $1.4M | Buy |
11,976
+7
| +0.1% | +$816 | 1.69% | 22 |
|
|
2023
Q3 | $1.25M | Hold |
11,969
| – | – | 1.72% | 24 |
|
|
2023
Q2 | $1.3M | Buy |
11,969
+2
| +0% | +$217 | 1.73% | 26 |
|
|
2023
Q1 | $1.2M | Buy |
11,967
+3
| +0% | +$300 | 1.6% | 27 |
|
|
2022
Q4 | $1.12M | Sell |
11,964
-45
| -0.4% | -$4.21K | 1.59% | 25 |
|
|
2022
Q3 | $1.05M | Hold |
12,009
| – | – | 1.66% | 23 |
|
|
2022
Q2 | $1.11M | Sell |
12,009
-984
| -8% | -$90.9K | 1.74% | 22 |
|
|
2022
Q1 | $1.45M | Sell |
12,993
-1,234
| -9% | -$137K | 1.92% | 16 |
|
|
2021
Q4 | $1.68M | Buy |
+14,227
| New | +$1.68M | 2.16% | 14 |
|