SW
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SkyOak Wealth’s iShares Dow Jones US ETF IYY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$587K Buy
3,890
+1,575
+68% +$238K 0.12% 115
2025
Q1
$315K Hold
2,315
0.07% 162
2024
Q4
$331K Buy
+2,315
New +$331K 0.07% 161