Silver Oak Advisory Group’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 | $394K | Hold |
2,616
| – | – | 0.19% | 49 |
|
|
2025
Q1 | $356K | Sell |
2,616
-136
| -5% | -$18.5K | 0.19% | 48 |
|
|
2024
Q4 | $393K | Hold |
2,752
| – | – | 0.21% | 43 |
|
|
2024
Q3 | $384K | Buy |
2,752
+78
| +3% | +$10.9K | 0.2% | 47 |
|
|
2024
Q2 | $353K | Hold |
2,674
| – | – | 0.2% | 48 |
|
|
2024
Q1 | $343K | Sell |
2,674
-227
| -8% | -$29.1K | 0.19% | 49 |
|
|
2023
Q4 | $338K | Hold |
2,901
| – | – | 0.2% | 46 |
|
|
2023
Q3 | $303K | Hold |
2,901
| – | – | 0.2% | 46 |
|
|
2023
Q2 | $314K | Hold |
2,901
| – | – | 0.21% | 42 |
|
|
2023
Q1 | $290K | Hold |
2,901
| – | – | 0.19% | 42 |
|
|
2022
Q4 | $271K | Hold |
2,901
| – | – | 0.19% | 42 |
|
|
2022
Q3 | $254K | Hold |
2,901
| – | – | 0.19% | 41 |
|
|
2022
Q2 | $268K | Hold |
2,901
| – | – | 0.19% | 43 |
|
|
2022
Q1 | $323K | Hold |
2,901
| – | – | 0.21% | 39 |
|
|
2021
Q4 | $342K | Buy |
+2,901
| New | +$342K | 0.22% | 37 |
|