Silver Oak Securities’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
2024
Q3
Sell
-1,740
Closed -$230K 564
2024
Q2
$230K Buy
1,740
+113
+7% +$15K 0.03% 351
2024
Q1
$208K Buy
+1,627
New +$208K 0.03% 372
2023
Q3
Sell
-3,130
Closed -$339K 472
2023
Q2
$339K Buy
+3,130
New +$339K 0.05% 307