Vahanian & Associates Financial Planning’s iShares Dow Jones US ETF IYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$302K Sell
2023
Q3
$381K Sell
2023
Q2
$454K Hold
2023
Q1
$420K Hold
2022
Q4
$392K Hold
2022
Q3
$368K Buy