SC&H 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Hold |
1,636
| – | – | 0.04% | 135 |
|
|
2025
Q1 | $223K | Hold |
1,636
| – | – | 0.04% | 142 |
|
|
2024
Q4 | $234K | Hold |
1,636
| – | – | 0.05% | 138 |
|
|
2024
Q3 | $228K | Hold |
1,636
| – | – | 0.05% | 140 |
|
|
2024
Q2 | $216K | Hold |
1,636
| – | – | 0.05% | 137 |
|
|
2024
Q1 | $210K | Buy |
+1,636
| New | +$210K | 0.05% | 139 |
|