Sonata Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $837K | Hold |
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|
2025
Q1 | $755K | Hold |
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|
2024
Q4 | $794K | Sell |
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|
2024
Q3 | $844K | Hold |
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|
2024
Q2 | $800K | Hold |
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|
2024
Q1 | $775K | Hold |
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|
2023
Q4 | $705K | Hold |
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|
2023
Q3 | $632K | Hold |
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|
2023
Q2 | $655K | Buy |
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|
2023
Q1 | $605K | Sell |
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|
2022
Q4 | $612K | Hold |
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|
2022
Q3 | $574K | Sell |
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|
2022
Q2 | $651K | Sell |
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|
2022
Q1 | $840K | Sell |
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|
2021
Q4 | $913K | Hold |
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|
2021
Q3 | $835K | Sell |
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|
2021
Q2 | $838K | Hold |
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|
2021
Q1 | $775K | Sell |
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|
2020
Q4 | $840K | Sell |
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|
2020
Q3 | $826K | Hold |
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|
2020
Q2 | $758K | Hold |
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|
2020
Q1 | $625K | Hold |
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|
2019
Q4 | $791K | Hold |
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|
2019
Q3 | $731K | Hold |
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|
2019
Q2 | $724K | Hold |
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|
2019
Q1 | $700K | Sell |
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|
2018
Q4 | $647K | Hold |
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|
2018
Q3 | $757K | Hold |
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|
2018
Q2 | $709K | Sell |
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|
2018
Q1 | $740K | Sell |
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|
2017
Q4 | $755K | Hold |
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|
2017
Q3 | $712K | Hold |
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|
2017
Q2 | $686K | Hold |
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|
2017
Q1 | $668K | Hold |
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|
2016
Q4 | $633K | Hold |
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|
2016
Q3 | $613K | Buy |
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|
2016
Q2 | $588K | Hold |
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|
2016
Q1 | $577K | Hold |
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|
2015
Q4 | $573K | Hold |
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|
2015
Q3 | $543K | Hold |
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|
2015
Q2 | $586K | Hold |
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|
2015
Q1 | $590K | Hold |
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|
2014
Q4 | $582K | Buy |
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