SOA Wealth Advisors’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 | $5.73K | Hold |
38
| – | – | ﹤0.01% | 644 |
|
|
2025
Q1 | $5.17K | Hold |
38
| – | – | ﹤0.01% | 630 |
|
|
2024
Q4 | $5.44K | Hold |
38
| – | – | ﹤0.01% | 612 |
|
|
2024
Q3 | $5.3K | Hold |
38
| – | – | ﹤0.01% | 600 |
|
|
2024
Q2 | $5.03K | Hold |
38
| – | – | ﹤0.01% | 603 |
|
|
2024
Q1 | $4.87K | Hold |
38
| – | – | ﹤0.01% | 613 |
|
|
2023
Q4 | $4.43K | Hold |
38
| – | – | ﹤0.01% | 614 |
|
|
2023
Q3 | $3.97K | Hold |
38
| – | – | ﹤0.01% | 650 |
|
|
2023
Q2 | $4.12K | Hold |
38
| – | – | ﹤0.01% | 648 |
|
|
2023
Q1 | $3.8K | Hold |
38
| – | – | ﹤0.01% | 659 |
|
|
2022
Q4 | $3.55K | Hold |
38
| – | – | ﹤0.01% | 668 |
|
|
2022
Q3 | $3K | Hold |
38
| – | – | ﹤0.01% | 663 |
|
|
2022
Q2 | $3K | Hold |
38
| – | – | ﹤0.01% | 644 |
|
|
2022
Q1 | $4K | Hold |
38
| – | – | ﹤0.01% | 715 |
|
|
2021
Q4 | $4K | Hold |
38
| – | – | ﹤0.01% | 692 |
|
|
2021
Q3 | $4K | Hold |
38
| – | – | ﹤0.01% | 709 |
|
|
2021
Q2 | $4K | Hold |
38
| – | – | ﹤0.01% | 691 |
|
|
2021
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 677 |
|
|
2020
Q4 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 664 |
|