Washburn Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $284K | Sell |
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|
2025
Q2 | $338K | Sell |
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2025
Q1 | $423K | Sell |
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|
2024
Q4 | $547K | Sell |
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|
2024
Q3 | $534K | Sell |
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|
2024
Q2 | $685K | Sell |
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|
2024
Q1 | $730K | Sell |
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|
2023
Q4 | $693K | Sell |
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|
2023
Q3 | $637K | Sell |
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|
2023
Q2 | $664K | Sell |
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|
2023
Q1 | $669K | Sell |
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|
2022
Q4 | $686K | Sell |
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|
2022
Q3 | $712K | Sell |
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|
2022
Q2 | $788K | Sell |
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|
2022
Q1 | $1M | Sell |
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|
2021
Q4 | $1.08M | Sell |
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|
2021
Q3 | $998K | Sell |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $938K | Sell |
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|
2020
Q4 | $1.01M | Sell |
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|
2020
Q3 | $964K | Sell |
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|
2020
Q2 | $1.49M | Buy |
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