WhitTier Trust Company’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
Q2 | $170K | Hold |
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|
2025
Q1 | $153K | Hold |
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|
2024
Q4 | $161K | Hold |
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|
2024
Q3 | $157K | Hold |
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|
2024
Q2 | $149K | Hold |
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|
2024
Q1 | $144K | Hold |
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|
2023
Q4 | $131K | Hold |
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|
2023
Q3 | $117K | Hold |
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|
2023
Q2 | $122K | Hold |
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|
2023
Q1 | $112K | Hold |
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|
2022
Q4 | $105K | Hold |
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|
2022
Q3 | $99K | Hold |
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|
2022
Q2 | $104K | Hold |
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|
2022
Q1 | $125K | Sell |
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|
2021
Q4 | $143K | Hold |
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|
2021
Q3 | $131K | Sell |
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|
2021
Q2 | $190K | Hold |
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|
2021
Q1 | $176K | Sell |
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|
2020
Q4 | $208K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $158K | Hold |
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|
2019
Q4 | $200K | Hold |
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|
2019
Q3 | $184K | Hold |
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|
2019
Q2 | $183K | Hold |
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|
2019
Q1 | $177K | Sell |
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|
2018
Q4 | $164K | Buy |
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|
2018
Q3 | $182K | Hold |
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|
2018
Q2 | $170K | Hold |
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|
2018
Q1 | $165K | Hold |
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|
2017
Q4 | $167K | Hold |
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|
2017
Q3 | $158K | Hold |
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|
2017
Q2 | $152K | Hold |
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|
2017
Q1 | $148K | Hold |
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|
2016
Q4 | $140K | Hold |
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|
2016
Q3 | $136K | Hold |
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|
2016
Q2 | $131K | Hold |
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|
2016
Q1 | $128K | Sell |
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|
2015
Q4 | $153K | Hold |
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|
2015
Q3 | $145K | Hold |
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|
2015
Q2 | $156K | Hold |
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|
2015
Q1 | $157K | Hold |
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|
2014
Q4 | $155K | Hold |
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|
2014
Q3 | $149K | Hold |
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|
2014
Q2 | $149K | Hold |
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|
2014
Q1 | $142K | Hold |
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|
2013
Q4 | $140K | Hold |
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|
2013
Q3 | $128K | Hold |
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|
2013
Q2 | $121K | Buy |
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