Silver Oak Advisory Group’s iShares Dow Jones US ETF IYY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$370K	Sell	2,339 -77	-3%	-$12.7K	0.16%	52
2025 Q4	$400K	Sell	2,416 -123	-5%	-$20.2K	0.18%	48
2025 Q3	$412K	Sell	2,539 -77	-3%	-$12K	0.19%	49
2025 Q2	$394K	Hold	2,616	–	–	0.19%	49
2025 Q1	$356K	Sell	2,616 -136	-5%	-$19.5K	0.19%	48
2024 Q4	$393K	Hold	2,752	–	–	0.21%	43
2024 Q3	$384K	Buy	2,752 +78	+3%	+$10.5K	0.2%	47
2024 Q2	$353K	Hold	2,674	–	–	0.2%	48
2024 Q1	$343K	Sell	2,674 -227	-8%	-$27.6K	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	+$333K	0.22%	37