Sunbelt Securities’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
Q2 | $546K | Buy |
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|
2025
Q1 | $34K | Sell |
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|
2024
Q4 | $548K | Sell |
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|
2024
Q3 | $601K | Buy |
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|
2024
Q2 | $569K | Sell |
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|
2024
Q1 | $901K | Sell |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $929K | Sell |
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|
2023
Q2 | $971K | Sell |
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|
2023
Q1 | $901K | Buy |
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|
2022
Q4 | $850K | Sell |
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|
2022
Q3 | $798K | Buy |
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|
2022
Q2 | $818K | Buy |
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|
2022
Q1 | $928K | Buy |
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|
2021
Q4 | $913K | Buy |
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|
2021
Q3 | $851K | Hold |
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|
2021
Q2 | $851K | Buy |
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|
2021
Q1 | $426K | Sell |
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|
2020
Q4 | $409K | Hold |
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|
2020
Q3 | $362K | Hold |
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|
2020
Q2 | $332K | Hold |
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|
2020
Q1 | $274K | Sell |
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|
2019
Q4 | $378K | Hold |
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|
2019
Q3 | $350K | Hold |
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|
2019
Q2 | $346K | Sell |
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|
2019
Q1 | $336K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $365K | Buy |
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|
2018
Q2 | $273K | Hold |
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|
2018
Q1 | $265K | Buy |
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|
2017
Q4 | $253K | Hold |
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|
2017
Q3 | $239K | Buy |
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