Trifecta Capital 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 Q1	–	Sell	-185	Closed	-$26.5K	–	426
2024 Q4	$26.5K	Sell	185 -1,185	-86%	-$170K	0.01%	175
2024 Q3	$191K	Hold	1,370	–	–	0.04%	80
2024 Q2	$181K	Hold	1,370	–	–	0.04%	79
2024 Q1	$175K	Buy	+1,370	New	+$175K	0.04%	83