V2 Financial group’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 | $875K | Hold |
5,800
| – | – | 0.53% | 25 |
|
2025
Q1 | $789K | Hold |
5,800
| – | – | 0.51% | 34 |
|
2024
Q4 | $830K | Hold |
5,800
| – | – | 0.5% | 33 |
|
2024
Q3 | $810K | Hold |
5,800
| – | – | 0.52% | 32 |
|
2024
Q2 | $771K | Hold |
5,800
| – | – | 0.52% | 30 |
|
2024
Q1 | $743K | Hold |
5,800
| – | – | 0.51% | 30 |
|
2023
Q4 | $676K | Hold |
5,800
| – | – | 0.47% | 32 |
|
2023
Q3 | $606K | Hold |
5,800
| – | – | 0.45% | 34 |
|
2023
Q2 | $628K | Hold |
5,800
| – | – | 0.45% | 32 |
|
2023
Q1 | $580K | Hold |
5,800
| – | – | 0.42% | 33 |
|
2022
Q4 | $542K | Hold |
5,800
| – | – | 0.43% | 33 |
|
2022
Q3 | $509K | Buy |
5,800
+500
| +9% | +$43.9K | 0.45% | 33 |
|
2022
Q2 | $489K | Hold |
5,300
| – | – | 0.39% | 35 |
|
2022
Q1 | $590K | Hold |
5,300
| – | – | 0.45% | 37 |
|
2021
Q4 | $625K | Hold |
5,300
| – | – | 0.48% | 42 |
|
2021
Q3 | $572K | Hold |
5,300
| – | – | 0.49% | 35 |
|
2021
Q2 | $572K | Hold |
5,300
| – | – | 0.49% | 35 |
|
2021
Q1 | $529K | Sell |
5,300
-400
| -7% | -$39.9K | 0.48% | 35 |
|
2020
Q4 | $538K | Buy |
+5,700
| New | +$538K | 0.54% | 31 |
|