Visionary Wealth 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
2022
Q3
Sell
-5,671
Closed -$524K 429
2022
Q2
$524K Sell
5,671
-173
-3% -$16K 0.05% 232
2022
Q1
$651K Sell
5,844
-19,294
-77% -$2.15M 0.05% 221
2021
Q4
$2.96M Sell
25,138
-631
-2% -$74.4K 0.24% 93
2021
Q3
$2.78M Buy
+25,769
New +$2.78M 0.29% 85