West Financial 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 | $24.1K | Hold |
160
| – | – | ﹤0.01% | 133 |
|
|
2025
Q1 | $21.8K | Hold |
160
| – | – | ﹤0.01% | 131 |
|
|
2024
Q4 | $22.9K | Hold |
160
| – | – | ﹤0.01% | 130 |
|
|
2024
Q3 | $22.3K | Hold |
160
| – | – | ﹤0.01% | 123 |
|
|
2024
Q2 | $21.2K | Hold |
160
| – | – | ﹤0.01% | 105 |
|
|
2024
Q1 | $20.5K | Hold |
160
| – | – | ﹤0.01% | 105 |
|
|
2023
Q4 | $18.6K | Hold |
160
| – | – | ﹤0.01% | 109 |
|
|
2023
Q3 | $16.7K | Hold |
160
| – | – | ﹤0.01% | 117 |
|
|
2023
Q2 | $17.3K | Buy |
+160
| New | +$17.3K | ﹤0.01% | 114 |
|