Wealthspire Advisors (New York)’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	$293K	Buy	1,939 +52	+3%	+$7.85K	﹤0.01%	674
2025 Q1	$257K	Buy	1,887 +442	+31%	+$60.2K	﹤0.01%	681
2024 Q4	$207K	Hold	1,445	–	–	﹤0.01%	741
2024 Q3	$202K	Buy	+1,445	New	+$202K	﹤0.01%	711