Sovereign Financial Group’s iShares Dow Jones US ETF IYY Stock Holding History

Sovereign Financial Group’s Portfolio IYY Stock Details IYY Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$612K	Hold
2025 Q2	$568K	Sell
2025 Q1	$541K	Hold
2024 Q4	$569K	Sell
2024 Q3	$569K	Sell
2024 Q2	$553K	Hold
2024 Q1	$536K	Hold
2023 Q4	$487K	Buy