Wealth & Pension Services Group’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
2019
Q3
$532K Sell
7,218
-438
-6% -$32.3K 0.39% 73
2019
Q2
$559K Sell
7,656
-76
-1% -$5.55K 0.41% 67
2019
Q1
$546K Hold
7,732
0.43% 67
2018
Q4
$481K Sell
7,732
-2,984
-28% -$186K 0.43% 65
2018
Q3
$780K Buy
+10,716
New +$780K 0.78% 35