YWM
Yoder Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Hold |
2,190
| – | – | 0.17% | 79 |
|
|
2025
Q1 | $298K | Hold |
2,190
| – | – | 0.17% | 81 |
|
|
2024
Q4 | $313K | Hold |
2,190
| – | – | 0.17% | 79 |
|
|
2024
Q3 | $306K | Hold |
2,190
| – | – | 0.18% | 82 |
|
|
2024
Q2 | $290K | Hold |
2,190
| – | – | 0.19% | 79 |
|
|
2024
Q1 | $281K | Hold |
2,190
| – | – | 0.18% | 80 |
|
|
2023
Q4 | $255K | Hold |
2,190
| – | – | 0.18% | 81 |
|
|
2023
Q3 | $229K | Hold |
2,190
| – | – | 0.19% | 70 |
|
|
2023
Q2 | $237K | Hold |
2,190
| – | – | 0.19% | 68 |
|
|
2023
Q1 | $219K | Buy |
+2,190
| New | +$219K | 0.18% | 65 |
|