Westside Investment Management’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 | $448K | Buy |
2,970
+75
| +3% | +$11.3K | 0.08% | 171 |
|
|
2025
Q1 | $394K | Buy |
2,895
+100
| +4% | +$13.6K | 0.08% | 172 |
|
|
2024
Q4 | $400K | Buy |
2,795
+450
| +19% | +$64.4K | 0.08% | 166 |
|
|
2024
Q3 | $327K | Hold |
2,345
| – | – | 0.07% | 183 |
|
|
2024
Q2 | $310K | Hold |
2,345
| – | – | 0.07% | 186 |
|
|
2024
Q1 | $300K | Buy |
2,345
+150
| +7% | +$19.2K | 0.07% | 184 |
|
|
2023
Q4 | $256K | Hold |
2,195
| – | – | 0.07% | 190 |
|
|
2023
Q3 | $229K | Buy |
2,195
+1,310
| +148% | +$137K | 0.07% | 192 |
|
|
2023
Q2 | $95.9K | Hold |
885
| – | – | 0.03% | 279 |
|
|
2023
Q1 | $88.6K | Hold |
885
| – | – | 0.03% | 284 |
|
|
2022
Q4 | $82 | Hold |
885
| – | – | ﹤0.01% | 373 |
|
|
2022
Q3 | $77 | Hold |
885
| – | – | ﹤0.01% | 374 |
|
|
2022
Q2 | $81 | Buy |
+885
| New | +$81 | ﹤0.01% | 369 |
|