Stratos Wealth Advisors’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 | $2.23M | Sell |
14,774
-61
| -0.4% | -$9.2K | 0.12% | 185 |
|
|
2025
Q1 | $2.02M | Sell |
14,835
-361
| -2% | -$49.1K | 0.11% | 178 |
|
|
2024
Q4 | $2.17M | Sell |
15,196
-5,572
| -27% | -$797K | 0.1% | 199 |
|
|
2024
Q3 | $2.9M | Buy |
20,768
+298
| +1% | +$41.6K | 0.13% | 167 |
|
|
2024
Q2 | $2.71M | Buy |
20,470
+8,270
| +68% | +$1.09M | 0.13% | 159 |
|
|
2024
Q1 | $1.56M | Buy |
12,200
+5,394
| +79% | +$691K | 0.09% | 236 |
|
|
2023
Q4 | $793K | Buy |
6,806
+3,071
| +82% | +$358K | 0.05% | 372 |
|
|
2023
Q3 | $390K | Buy |
3,735
+936
| +33% | +$97.8K | 0.03% | 471 |
|
|
2023
Q2 | $303K | Buy |
2,799
+187
| +7% | +$20.3K | 0.02% | 508 |
|
|
2023
Q1 | $261K | Buy |
+2,612
| New | +$261K | 0.02% | 520 |
|