SRH Advisors’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
Q3 | $236K | Hold |
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|
2025
Q2 | $219K | Hold |
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|
2025
Q1 | $197K | Hold |
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|
2024
Q4 | $207K | Hold |
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|
2024
Q3 | $202K | Hold |
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|
2024
Q2 | $192K | Hold |
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|
2024
Q1 | $186K | Hold |
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|
2023
Q4 | $169K | Hold |
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|
2023
Q3 | $151K | Hold |
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|
2023
Q2 | $145K | Hold |
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|
2023
Q1 | $145K | Hold |
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|
2022
Q4 | $136K | Hold |
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|
2022
Q3 | $127K | Hold |
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|
2022
Q2 | $134K | Hold |
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|
2022
Q1 | $161K | Hold |
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|
2021
Q4 | $171K | Hold |
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|
2021
Q3 | $156K | Hold |
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|
2021
Q2 | $157K | Hold |
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|
2021
Q1 | $145K | Hold |
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|
2020
Q4 | $137K | Hold |
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|
2020
Q3 | $121K | Hold |
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|
2020
Q2 | $111K | Hold |
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|
2020
Q1 | $91K | Hold |
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|
2019
Q4 | $116K | Sell |
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|
2019
Q3 | $121K | Hold |
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|
2019
Q2 | $120K | Hold |
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|
2019
Q1 | $116K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $119K | Sell |
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|
2018
Q2 | $121K | Hold |
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|
2018
Q1 | $117K | Hold |
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|
2017
Q4 | $118K | Sell |
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|
2017
Q3 | $118K | Hold |
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|
2017
Q2 | $113K | Hold |
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|
2017
Q1 | $111K | Hold |
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|
2016
Q4 | $105K | Sell |
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|
2016
Q3 | $138K | Hold |
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|
2016
Q2 | $133K | Hold |
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|
2016
Q1 | $130K | Hold |
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|
2015
Q4 | $130K | Hold |
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|
2015
Q3 | $123K | Hold |
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|
2015
Q2 | $132K | Hold |
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|
2015
Q1 | $133K | Hold |
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|
2014
Q4 | $132K | Hold |
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|
2014
Q3 | $126K | Hold |
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|
2014
Q2 | $126K | Hold |
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|
2014
Q1 | $120K | Buy |
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|
2013
Q4 | $30K | Buy |
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