Wealthstar Advisors’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 | $411K | Buy |
+2,726
| New | +$411K | 0.15% | 110 |
|
|
2024
Q1 | – | Sell |
-3,129
| Closed | -$365K | – | 134 |
|
|
2023
Q4 | $365K | Buy |
3,129
+1,168
| +60% | +$136K | 0.06% | 90 |
|
|
2023
Q3 | $205K | Buy |
+1,961
| New | +$205K | 0.08% | 108 |
|
|
2022
Q3 | – | Sell |
-46,345
| Closed | -$4.28M | – | 96 |
|
|
2022
Q2 | $4.28M | Buy |
+46,345
| New | +$4.28M | 1.65% | 11 |
|