Sovereign Financial Group’s iShares Dow Jones US ETF IYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Sell |
3,766
-208
| -5% | -$31.4K | 0.12% | 155 |
|
|
2025
Q1 | $541K | Hold |
3,974
| – | – | 0.12% | 148 |
|
|
2024
Q4 | $569K | Sell |
3,974
-104
| -3% | -$14.9K | 0.13% | 145 |
|
|
2024
Q3 | $569K | Sell |
4,078
-104
| -2% | -$14.5K | 0.13% | 144 |
|
|
2024
Q2 | $553K | Hold |
4,182
| – | – | 0.14% | 138 |
|
|
2024
Q1 | $536K | Hold |
4,182
| – | – | 0.14% | 143 |
|
|
2023
Q4 | $487K | Buy |
+4,182
| New | +$487K | 0.15% | 140 |
|