SOA Wealth Advisors’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	$6.02K	Hold	38	–	–	﹤0.01%	641
2025 Q4	$6.3K	Hold	38	–	–	﹤0.01%	644
2025 Q3	$6.17K	Hold	38	–	–	﹤0.01%	654
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	+$3.38K	﹤0.01%	664