AE Wealth Management’s iShares US Basic Materials ETF IYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
15,740
+1,328
| +9% | +$186K | 0.02% | 516 |
|
|
2025
Q1 | $1.94M | Buy |
14,412
+13,698
| +1,918% | +$1.85M | 0.02% | 536 |
|
|
2024
Q4 | $92.8K | Sell |
714
-14,736
| -95% | -$1.92M | ﹤0.01% | 1449 |
|
|
2024
Q3 | $2.32M | Buy |
15,450
+583
| +4% | +$87.5K | 0.02% | 489 |
|
|
2024
Q2 | $2.08M | Buy |
14,867
+1,283
| +9% | +$180K | 0.02% | 508 |
|
|
2024
Q1 | $2.01M | Sell |
13,584
-5,346
| -28% | -$790K | 0.02% | 487 |
|
|
2023
Q4 | $2.52M | Sell |
18,930
-8,515
| -31% | -$1.14M | 0.01% | 825 |
|
|
2023
Q3 | $3.47M | Buy |
27,445
+8,106
| +42% | +$1.02M | 0.02% | 660 |
|
|
2023
Q2 | $2.57M | Buy |
19,339
+2,221
| +13% | +$296K | 0.02% | 761 |
|
|
2023
Q1 | $2.27M | Buy |
17,118
+5,332
| +45% | +$707K | 0.01% | 750 |
|
|
2022
Q4 | $1.47M | Sell |
11,786
-26,902
| -70% | -$3.36M | 0.01% | 848 |
|
|
2022
Q3 | $4.18M | Buy |
38,688
+16,379
| +73% | +$1.77M | 0.03% | 471 |
|
|
2022
Q2 | $2.63M | Buy |
22,309
+1,468
| +7% | +$173K | 0.02% | 578 |
|
|
2022
Q1 | $3.12M | Buy |
20,841
+14,924
| +252% | +$2.23M | 0.02% | 577 |
|
|
2021
Q4 | $830K | Sell |
5,917
-3,576
| -38% | -$502K | 0.01% | 1010 |
|
|
2021
Q3 | $1.18M | Buy |
+9,493
| New | +$1.18M | 0.01% | 817 |
|
|
2021
Q1 | – | Sell |
-41,531
| Closed | -$4.71M | – | 1509 |
|
|
2020
Q4 | $4.71M | Buy |
+41,531
| New | +$4.71M | 0.05% | 283 |
|