Sandy Cove 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Hold |
1,923
| – | – | 0.1% | 103 |
|
|
2025
Q1 | $262K | Hold |
1,923
| – | – | 0.11% | 108 |
|
|
2024
Q4 | $275K | Hold |
1,923
| – | – | 0.11% | 105 |
|
|
2024
Q3 | $268K | Hold |
1,923
| – | – | 0.11% | 103 |
|
|
2024
Q2 | $254K | Hold |
1,923
| – | – | 0.11% | 101 |
|
|
2024
Q1 | $246K | Hold |
1,923
| – | – | 0.11% | 108 |
|
|
2023
Q4 | $224K | Hold |
1,923
| – | – | 0.11% | 112 |
|
|
2023
Q3 | $201K | Hold |
1,923
| – | – | 0.12% | 111 |
|
|
2023
Q2 | $208K | Buy |
+1,923
| New | +$208K | 0.12% | 117 |
|
|
2022
Q2 | – | Sell |
-1,923
| Closed | -$214K | – | 242 |
|
|
2022
Q1 | $214K | Hold |
1,923
| – | – | 0.18% | 81 |
|
|
2021
Q4 | $227K | Buy |
+1,923
| New | +$227K | 0.19% | 69 |
|