Wealthspire Advisors (New York)’s iShares Dow Jones US ETF IYY Stock Holding History

Wealthspire Advisors (New York)’s Portfolio IYY Stock Details IYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$293K	Buy
2025 Q1	$257K	Buy
2024 Q4	$207K	Hold
2024 Q3	$202K	Buy