United Capital 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 | $697K | Sell |
4,617
-25
| -0.5% | -$3.77K | 0.01% | 685 |
|
|
2025
Q1 | $632K | Sell |
4,642
-6
| -0.1% | -$817 | 0.01% | 677 |
|
|
2024
Q4 | $665K | Sell |
4,648
-222
| -5% | -$31.8K | 0.01% | 647 |
|
|
2024
Q3 | $680K | Buy |
4,870
+21
| +0.4% | +$2.93K | 0.01% | 649 |
|
|
2024
Q2 | $642K | Sell |
4,849
-629
| -11% | -$83.2K | 0.01% | 637 |
|
|
2024
Q1 | $702K | Sell |
5,478
-919
| -14% | -$118K | 0.01% | 644 |
|
|
2023
Q4 | $745K | Sell |
6,397
-8,629
| -57% | -$1.01M | 0.01% | 629 |
|
|
2023
Q3 | $1.57M | Sell |
15,026
-406
| -3% | -$42.4K | 0.01% | 452 |
|
|
2023
Q2 | $1.67M | Buy |
15,432
+58
| +0.4% | +$6.28K | 0.01% | 466 |
|
|
2023
Q1 | $1.54M | Sell |
15,374
-258
| -2% | -$25.8K | 0.01% | 491 |
|
|
2022
Q4 | $1.46M | Sell |
15,632
-309
| -2% | -$28.9K | 0.01% | 541 |
|
|
2022
Q3 | $1.4M | Sell |
15,941
-943
| -6% | -$82.7K | 0.01% | 538 |
|
|
2022
Q2 | $1.56M | Sell |
16,884
-194
| -1% | -$17.9K | 0.01% | 544 |
|
|
2022
Q1 | $1.9M | Sell |
17,078
-153
| -0.9% | -$17K | 0.01% | 525 |
|
|
2021
Q4 | $2.03M | Buy |
17,231
+40
| +0.2% | +$4.72K | 0.01% | 537 |
|
|
2021
Q3 | $1.85M | Sell |
17,191
-144
| -0.8% | -$15.5K | 0.01% | 542 |
|
|
2021
Q2 | $1.87M | Sell |
17,335
-4,318
| -20% | -$466K | 0.01% | 555 |
|
|
2021
Q1 | $2.16M | Sell |
21,653
-193
| -0.9% | -$19.3K | 0.01% | 491 |
|
|
2020
Q4 | $2.06M | Sell |
21,846
-3,488
| -14% | -$329K | 0.01% | 498 |
|
|
2020
Q3 | $2.1M | Sell |
25,334
-3,786
| -13% | -$313K | 0.01% | 485 |
|
|
2020
Q2 | $2.23M | Buy |
29,120
+104
| +0.4% | +$7.96K | 0.02% | 491 |
|
|
2020
Q1 | $1.83M | Sell |
29,016
-494
| -2% | -$31.2K | 0.02% | 512 |
|
|
2019
Q4 | $2.35M | Buy |
29,510
+12
| +0% | +$955 | 0.02% | 570 |
|
|
2019
Q3 | $2.18M | Sell |
29,498
-270
| -0.9% | -$19.9K | 0.02% | 569 |
|
|
2019
Q2 | $2.18M | Buy |
29,768
+10,816
| +57% | +$790K | 0.01% | 595 |
|
|
2019
Q1 | $1.34M | Sell |
18,952
-464
| -2% | -$32.8K | 0.01% | 692 |
|
|
2018
Q4 | $1.2M | Sell |
19,416
-344
| -2% | -$21.2K | 0.01% | 663 |
|
|
2018
Q3 | $1.44M | Sell |
19,760
-890
| -4% | -$64.8K | 0.01% | 677 |
|
|
2018
Q2 | $1.41M | Sell |
20,650
-674
| -3% | -$46K | 0.01% | 672 |
|
|
2018
Q1 | $1.41M | Sell |
21,324
-234
| -1% | -$15.5K | 0.01% | 683 |
|
|
2017
Q4 | $1.44M | Sell |
21,558
-266
| -1% | -$17.8K | 0.01% | 691 |
|
|
2017
Q3 | $1.38M | Sell |
21,824
-796
| -4% | -$50.2K | 0.01% | 685 |
|
|
2017
Q2 | $1.37M | Sell |
22,620
-1,832
| -7% | -$111K | 0.01% | 676 |
|
|
2017
Q1 | $1.45M | Buy |
24,452
+952
| +4% | +$56.3K | 0.01% | 646 |
|
|
2016
Q4 | $1.32M | Sell |
23,500
-880
| -4% | -$49.3K | 0.01% | 665 |
|
|
2016
Q3 | $1.32M | Sell |
24,380
-1,426
| -6% | -$77.4K | 0.01% | 703 |
|
|
2016
Q2 | $1.36M | Sell |
25,806
-1,788
| -6% | -$93.9K | 0.01% | 646 |
|
|
2016
Q1 | $1.41M | Sell |
27,594
-1,220
| -4% | -$62.5K | 0.02% | 614 |
|
|
2015
Q4 | $1.47M | Sell |
28,814
-3,406
| -11% | -$174K | 0.02% | 604 |
|
|
2015
Q3 | $1.55M | Sell |
32,220
-2,556
| -7% | -$123K | 0.02% | 574 |
|
|
2015
Q2 | $1.81M | Sell |
34,776
-7,092
| -17% | -$370K | 0.02% | 589 |
|
|
2015
Q1 | $2.2M | Sell |
41,868
-11,534
| -22% | -$607K | 0.03% | 531 |
|
|
2014
Q4 | $2.77M | Buy |
53,402
+1,868
| +4% | +$96.7K | 0.04% | 387 |
|
|
2014
Q3 | $2.56M | Buy |
51,534
+1,948
| +4% | +$96.6K | 0.04% | 383 |
|
|
2014
Q2 | $2.46M | Sell |
49,586
-1,454
| -3% | -$72.1K | 0.05% | 376 |
|
|
2014
Q1 | $2.42M | Buy |
51,040
+2,358
| +5% | +$112K | 0.05% | 328 |
|
|
2013
Q4 | $2.27M | Buy |
48,682
+1,088
| +2% | +$50.8K | 0.08% | 228 |
|
|
2013
Q3 | $2.03M | Buy |
47,594
+6,722
| +16% | +$286K | 0.06% | 251 |
|
|
2013
Q2 | $1.65M | Buy |
+40,872
| New | +$1.65M | 0.04% | 333 |
|