Sharp Financial Services’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
Q1 | – | Sell |
-137,610
| Closed | -$19.7M | – | 97 |
|
|
2024
Q4 | $19.7M | Buy |
137,610
+4,862
| +4% | +$696K | 14.95% | 1 |
|
|
2024
Q3 | $18.5M | Buy |
132,748
+8,942
| +7% | +$1.25M | 14.3% | 1 |
|
|
2024
Q2 | $16.4M | Buy |
123,806
+5,523
| +5% | +$731K | 14.05% | 1 |
|
|
2024
Q1 | $15.2M | Buy |
118,283
+10,265
| +10% | +$1.31M | 14.09% | 1 |
|
|
2023
Q4 | $12.6M | Buy |
+108,018
| New | +$12.6M | 13.65% | 1 |
|