Transamerica Financial 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 | $545 | Hold |
4
| – | – | ﹤0.01% | 433 |
|
|
2025
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 501 |
|
|
2024
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 492 |
|
|
2024
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 499 |
|
|
2024
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 466 |
|
|
2024
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 511 |
|
|
2023
Q4 | $1K | Sell |
4
-1
| -20% | -$250 | ﹤0.01% | 499 |
|
|
2023
Q3 | $1K | Buy |
5
+1
| +25% | +$200 | ﹤0.01% | 522 |
|
|
2023
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 493 |
|
|
2023
Q1 | $1K | Sell |
4
-1
| -20% | -$250 | ﹤0.01% | 477 |
|
|
2022
Q4 | $1K | Buy |
5
+1
| +25% | +$200 | ﹤0.01% | 544 |
|
|
2022
Q3 | $1K | Sell |
4
-1
| -20% | -$250 | ﹤0.01% | 512 |
|
|
2022
Q2 | $1K | Buy |
5
+1
| +25% | +$200 | ﹤0.01% | 525 |
|
|
2022
Q1 | $1K | Hold |
4
| – | – | 0.04% | 82 |
|
|
2021
Q4 | $1K | Hold |
4
| – | – | 0.03% | 91 |
|
|
2021
Q3 | $1K | Hold |
4
| – | – | 0.03% | 90 |
|
|
2021
Q2 | $1K | Hold |
4
| – | – | 0.02% | 141 |
|
|
2021
Q1 | $1K | Hold |
4
| – | – | 0.02% | 158 |
|
|
2020
Q4 | $1K | Hold |
4
| – | – | 0.02% | 149 |
|
|
2020
Q3 | $1K | Sell |
4
-4
| -50% | -$1K | 0.02% | 161 |
|
|
2020
Q2 | $1K | Buy |
8
+4
| +100% | +$500 | ﹤0.01% | 423 |
|
|
2020
Q1 | $1K | Hold |
4
| – | – | 0.02% | 99 |
|
|
2019
Q4 | $1K | Hold |
4
| – | – | 0.01% | 106 |
|
|
2019
Q3 | $1K | Sell |
4
-6
| -60% | -$1.5K | 0.01% | 90 |
|
|
2019
Q2 | $1K | Buy |
10
+6
| +150% | +$600 | ﹤0.01% | 478 |
|
|
2019
Q1 | $1K | Sell |
4
-16
| -80% | -$4K | 0.01% | 87 |
|
|
2018
Q4 | $2K | Sell |
20
-16
| -44% | -$1.6K | ﹤0.01% | 368 |
|
|
2018
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 352 |
|
|
2018
Q2 | $3K | Sell |
36
-10
| -22% | -$833 | ﹤0.01% | 296 |
|
|
2018
Q1 | $3K | Sell |
46
-12
| -21% | -$783 | ﹤0.01% | 308 |
|
|
2017
Q4 | $4K | Sell |
58
-4
| -6% | -$276 | ﹤0.01% | 289 |
|
|
2017
Q3 | $4K | Sell |
62
-8,302
| -99% | -$536K | ﹤0.01% | 290 |
|
|
2017
Q2 | $508K | Sell |
8,364
-654
| -7% | -$39.7K | 0.07% | 183 |
|
|
2017
Q1 | $534K | Sell |
9,018
-408
| -4% | -$24.2K | 0.06% | 187 |
|
|
2016
Q4 | $529K | Sell |
9,426
-1,548
| -14% | -$86.9K | 0.06% | 180 |
|
|
2016
Q3 | $596K | Sell |
10,974
-6,170
| -36% | -$335K | 0.06% | 187 |
|
|
2016
Q2 | $897K | Sell |
17,144
-11,660
| -40% | -$610K | 0.09% | 161 |
|
|
2016
Q1 | $1.48M | Sell |
28,804
-6,572
| -19% | -$337K | 0.12% | 142 |
|
|
2015
Q4 | $1.8M | Buy |
35,376
+50
| +0.1% | +$2.55K | 0.13% | 128 |
|
|
2015
Q3 | $1.71M | Buy |
35,326
+4,924
| +16% | +$238K | 0.14% | 123 |
|
|
2015
Q2 | $1.59M | Buy |
30,402
+20,346
| +202% | +$1.06M | 0.11% | 136 |
|
|
2015
Q1 | $528K | Buy |
10,056
+8,448
| +525% | +$444K | 0.04% | 223 |
|
|
2014
Q4 | $84K | Buy |
+1,608
| New | +$84K | 0.01% | 333 |
|