William Blair & Company’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 | $137K | Hold |
910
| – | – | ﹤0.01% | 1475 |
|
|
2025
Q1 | $124K | Buy |
910
+346
| +61% | +$47.1K | ﹤0.01% | 1464 |
|
|
2024
Q4 | $80.7K | Hold |
564
| – | – | ﹤0.01% | 1552 |
|
|
2024
Q3 | $78.7K | Hold |
564
| – | – | ﹤0.01% | 1569 |
|
|
2024
Q2 | $74.6K | Buy |
564
+54
| +11% | +$7.15K | ﹤0.01% | 1549 |
|
|
2024
Q1 | $65.3K | Hold |
510
| – | – | ﹤0.01% | 1569 |
|
|
2023
Q4 | $59.4K | Hold |
510
| – | – | ﹤0.01% | 1568 |
|
|
2023
Q3 | $53.3K | Hold |
510
| – | – | ﹤0.01% | 1581 |
|
|
2023
Q2 | $55.2K | Hold |
510
| – | – | ﹤0.01% | 1587 |
|
|
2023
Q1 | $51K | Hold |
510
| – | – | ﹤0.01% | 1578 |
|
|
2022
Q4 | $47.7K | Hold |
510
| – | – | ﹤0.01% | 1582 |
|
|
2022
Q3 | $45K | Hold |
510
| – | – | ﹤0.01% | 1609 |
|
|
2022
Q2 | $47K | Hold |
510
| – | – | ﹤0.01% | 1637 |
|
|
2022
Q1 | $57K | Hold |
510
| – | – | ﹤0.01% | 1694 |
|
|
2021
Q4 | $60K | Hold |
510
| – | – | ﹤0.01% | 1755 |
|
|
2021
Q3 | $55K | Hold |
510
| – | – | ﹤0.01% | 1678 |
|
|
2021
Q2 | $55K | Sell |
510
-150
| -23% | -$16.2K | ﹤0.01% | 1680 |
|
|
2021
Q1 | $66K | Sell |
660
-2,030
| -75% | -$203K | ﹤0.01% | 1635 |
|
|
2020
Q4 | $254K | Sell |
2,690
-1,418
| -35% | -$134K | ﹤0.01% | 1339 |
|
|
2020
Q3 | $342K | Buy |
4,108
+6
| +0.1% | +$500 | ﹤0.01% | 1090 |
|
|
2020
Q2 | $314K | Buy |
4,102
+6
| +0.1% | +$459 | ﹤0.01% | 1074 |
|
|
2020
Q1 | $258K | Buy |
4,096
+1,346
| +49% | +$84.8K | ﹤0.01% | 1069 |
|
|
2019
Q4 | $220K | Hold |
2,750
| – | – | ﹤0.01% | 1272 |
|
|
2019
Q3 | $203K | Sell |
2,750
-42
| -2% | -$3.1K | ﹤0.01% | 1261 |
|
|
2019
Q2 | $204K | Buy |
2,792
+42
| +2% | +$3.07K | ﹤0.01% | 1302 |
|
|
2019
Q1 | $194K | Hold |
2,750
| – | – | ﹤0.01% | 1305 |
|
|
2018
Q4 | $171K | Hold |
2,750
| – | – | ﹤0.01% | 1256 |
|
|
2018
Q3 | $200K | Hold |
2,750
| – | – | ﹤0.01% | 1290 |
|
|
2018
Q2 | $187K | Hold |
2,750
| – | – | ﹤0.01% | 1274 |
|
|
2018
Q1 | $182K | Buy |
+2,750
| New | +$182K | ﹤0.01% | 1215 |
|