Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-513
| Closed | -$71.5K | – | 2484 |
|
|
2024
Q3 | $71.5K | Buy |
513
+2
| +0.4% | +$279 | ﹤0.01% | 1024 |
|
|
2024
Q2 | $67.6K | Buy |
511
+1
| +0.2% | +$132 | ﹤0.01% | 1016 |
|
|
2024
Q1 | $65.3K | Buy |
510
+2
| +0.4% | +$256 | ﹤0.01% | 1123 |
|
|
2023
Q4 | $59.9K | Buy |
508
+4
| +0.8% | +$472 | ﹤0.01% | 1148 |
|
|
2023
Q3 | $52.7K | Hold |
504
| – | – | ﹤0.01% | 1162 |
|
|
2023
Q2 | $54.6K | Buy |
504
+1
| +0.2% | +$108 | ﹤0.01% | 1165 |
|
|
2023
Q1 | $50.3K | Buy |
+503
| New | +$50.3K | ﹤0.01% | 1202 |
|
|
2022
Q3 | – | Sell |
-659
| Closed | -$61K | – | 2394 |
|
|
2022
Q2 | $61K | Buy |
659
+2
| +0.3% | +$185 | ﹤0.01% | 1211 |
|
|
2022
Q1 | $73K | Sell |
657
-135
| -17% | -$15K | ﹤0.01% | 1298 |
|
|
2021
Q4 | $93K | Sell |
792
-4
| -0.5% | -$470 | ﹤0.01% | 1429 |
|
|
2021
Q3 | $86K | Buy |
796
+1
| +0.1% | +$108 | ﹤0.01% | 1245 |
|
|
2021
Q2 | $86K | Sell |
795
-155
| -16% | -$16.8K | ﹤0.01% | 1241 |
|
|
2021
Q1 | $95K | Buy |
+950
| New | +$95K | ﹤0.01% | 1419 |
|