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Sowell Financial Services’s iShares Dow Jones US ETF IYY Stock Holding History

Sowell Financial Services’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,495
Closed -$157K – 1652
2021
Q1 		$157K Sell
1,495
-701
-32% -$68.4K 0.01% 1171
2020
Q4 		$207K Sell
2,196
-80
-4% -$7.11K 0.01% 822
2020
Q3 		$190K Buy
2,276
+2
+0.1% +$165 0.01% 747
2020
Q2 		$174K Buy
2,274
+38
+2% +$2.74K 0.01% 770
2020
Q1 		$141K Sell
2,236
-164
-7% -$12.4K 0.01% 753
2019
Q4 		$192K Buy
2,400
+118
+5% +$9.02K 0.01% 726
2019
Q3 		$168K Buy
+2,282
New +$168K 0.01% 691
2017
Q1 		– Sell
-1,850
Closed -$109K – 422
2016
Q4 		$109K Buy
+1,850
New +$101K 0.04% 260

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