Wealth Enhancement Advisory Services’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 | $8.09M | Buy |
52,959
+1,145
| +2% | +$175K | 0.01% | 708 |
|
|
2025
Q1 | $7.05M | Buy |
51,814
+3,756
| +8% | +$511K | 0.01% | 706 |
|
|
2024
Q4 | $6.88M | Sell |
48,058
-196
| -0.4% | -$28K | 0.01% | 690 |
|
|
2024
Q3 | $6.74M | Sell |
48,254
-301
| -0.6% | -$42K | 0.01% | 635 |
|
|
2024
Q2 | $6.42M | Buy |
48,555
+8,682
| +22% | +$1.15M | 0.02% | 619 |
|
|
2024
Q1 | $5.11M | Buy |
39,873
+3,948
| +11% | +$506K | 0.01% | 653 |
|
|
2023
Q4 | $4.19M | Buy |
35,925
+524
| +1% | +$61.1K | 0.01% | 656 |
|
|
2023
Q3 | $3.7M | Buy |
+35,401
| New | +$3.7M | 0.01% | 659 |
|