Westside Investment Management’s iShares Dow Jones US ETF IYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$483K Hold
2025
Q2
$448K Buy
2025
Q1
$394K Buy
2024
Q4
$400K Buy
2024
Q3
$327K Hold
2024
Q2
$310K Hold
2024
Q1
$300K Buy
2023
Q4
$256K Hold
2023
Q3
$229K Buy
2023
Q2
$95.9K Hold
2023
Q1
$88.6K Hold
2022
Q4
$82 Hold
2022
Q3
$77 Hold
2022
Q2
$81 Buy