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