Adell Harriman & Carpenter’s iShares US Basic Materials ETF IYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $235K | Hold |
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|
2025
Q2 | $222K | Hold |
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|
2025
Q1 | $214K | Sell |
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|
2024
Q4 | $336K | Hold |
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|
2024
Q3 | $388K | Hold |
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|
2024
Q2 | $362K | Hold |
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|
2024
Q1 | $382K | Hold |
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|
2023
Q4 | $357K | Hold |
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|
2023
Q3 | $327K | Hold |
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|
2023
Q2 | $346K | Sell |
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|
2023
Q1 | $368K | Hold |
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|
2022
Q4 | $347K | Hold |
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|
2022
Q3 | $301K | Hold |
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|
2022
Q2 | $327K | Hold |
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|
2022
Q1 | $416K | Hold |
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|
2021
Q4 | $390K | Hold |
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|
2021
Q3 | $346K | Hold |
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|
2021
Q2 | $362K | Hold |
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|
2021
Q1 | $349K | Hold |
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|
2020
Q4 | $315K | Hold |
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|
2020
Q3 | $274K | Hold |
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|
2020
Q2 | $248K | Sell |
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|
2020
Q1 | $221K | Sell |
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|
2019
Q4 | $404K | Sell |
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|
2019
Q3 | $395K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $215K | Sell |
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|
2013
Q3 | $225K | Hold |
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|
2013
Q2 | $204K | Buy |
|