Townsend Asset 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $60.4K | Hold |
400
| – | – | 0.02% | 137 |
|
2025
Q1 | $54.4K | Hold |
400
| – | – | 0.02% | 136 |
|
2024
Q4 | $57.2K | Hold |
400
| – | – | 0.02% | 150 |
|
2024
Q3 | $55.8K | Hold |
400
| – | – | 0.02% | 155 |
|
2024
Q2 | $52.9K | Hold |
400
| – | – | 0.02% | 157 |
|
2024
Q1 | $51.2K | Hold |
400
| – | – | 0.02% | 156 |
|
2023
Q4 | $46.6K | Hold |
400
| – | – | 0.02% | 149 |
|
2023
Q3 | $41.8K | Hold |
400
| – | – | 0.02% | 147 |
|
2023
Q2 | $43.3K | Hold |
400
| – | – | 0.02% | 154 |
|
2023
Q1 | $40K | Hold |
400
| – | – | 0.02% | 159 |
|
2022
Q4 | $37.4K | Hold |
400
| – | – | 0.02% | 164 |
|
2022
Q3 | $35K | Hold |
400
| – | – | 0.02% | 163 |
|
2022
Q2 | $37K | Hold |
400
| – | – | 0.02% | 178 |
|
2022
Q1 | $45K | Hold |
400
| – | – | 0.02% | 176 |
|
2021
Q4 | $47K | Hold |
400
| – | – | 0.02% | 177 |
|
2021
Q3 | $43K | Hold |
400
| – | – | 0.02% | 171 |
|
2021
Q2 | $43K | Hold |
400
| – | – | 0.02% | 165 |
|
2021
Q1 | $40K | Hold |
400
| – | – | 0.02% | 155 |
|
2020
Q4 | $38K | Hold |
400
| – | – | 0.03% | 154 |
|
2020
Q3 | $33K | Hold |
400
| – | – | 0.03% | 153 |
|
2020
Q2 | $31K | Hold |
400
| – | – | 0.03% | 156 |
|
2020
Q1 | $25K | Hold |
400
| – | – | 0.03% | 148 |
|
2019
Q4 | $32K | Buy |
+400
| New | +$32K | 0.03% | 165 |
|