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Siligmueller & Norvid Wealth Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Siligmueller & Norvid Wealth Advisors’s Portfolio IYY Stock Details IYY Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$12.7M Sell
83,543
-7,685
-8% -$1.17M 4.94% 5
2025
Q1 		$12.4M Buy
91,228
+581
+0.6% +$79.1K 5.25% 4
2024
Q4 		$13M Buy
+90,647
New +$13M 5.53% 4