Sterling Investment Advisors (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $7.57M | Buy |
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|
2022
Q1 | $7.91M | Buy |
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|
2021
Q4 | $7.16M | Buy |
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|
2021
Q3 | $6.21M | Buy |
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|
2021
Q2 | $5.79M | Buy |
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|
2021
Q1 | $5.37M | Buy |
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|
2020
Q4 | $3.08M | Sell |
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|
2020
Q3 | $1.86M | Buy |
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|
2020
Q2 | $1.3M | Buy |
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|
2020
Q1 | $212K | Buy |
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|
2019
Q4 | $294K | Buy |
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|
2019
Q3 | $284K | Sell |
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|
2019
Q2 | $297K | Buy |
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|
2019
Q1 | $292K | Buy |
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|
2018
Q4 | $263K | Sell |
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|
2018
Q3 | $299K | Buy |
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|
2018
Q2 | $268K | Sell |
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|
2018
Q1 | $261K | Buy |
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|
2017
Q4 | $246K | Buy |
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|
2017
Q3 | $233K | Sell |
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|
2017
Q2 | $239K | Buy |
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|
2017
Q1 | $201K | Buy |
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|
2016
Q4 | $180K | Buy |
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