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Watts Gwilliam & Co’s iShares Dow Jones US ETF IYY Stock Holding History

Watts Gwilliam & Co’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$426K Sell
3,131
-69
-2% -$9.39K 0.09% 140
2024
Q4 		$460K Buy
3,200
+205
+7% +$29.5K 0.1% 130
2024
Q3 		$417K Buy
+2,995
New +$417K 0.09% 136
2024
Q1 		$266K Buy
+2,083
New +$266K 0.08% 145