Affiance Financial’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
2023
Q1
Sell
-1,072
Closed -$134K 265
2022
Q4
$134K Hold
1,072
0.05% 116
2022
Q3
$116K Hold
1,072
0.07% 84
2022
Q2
$126K Hold
1,072
0.07% 88
2022
Q1
$160K Hold
1,072
0.08% 97
2021
Q4
$150K Hold
1,072
0.06% 109
2021
Q3
$133K Hold
1,072
0.06% 114
2021
Q2
$140K Hold
1,072
0.06% 115
2021
Q1
$135K Hold
1,072
0.06% 113
2020
Q4
$122K Hold
1,072
0.06% 103
2020
Q3
$106K Sell
1,072
-147
-12% -$14.5K 0.06% 102
2020
Q2
$109K Hold
1,219
0.06% 97
2020
Q1
$84K Hold
1,219
0.06% 89
2019
Q4
$119K Buy
+1,219
New +$119K 0.07% 100
2015
Q3
Sell
-3,155
Closed -$254K 86
2015
Q2
$254K Sell
3,155
-275
-8% -$22.1K 0.32% 78
2015
Q1
$281K Sell
3,430
-66
-2% -$5.41K 0.43% 68
2014
Q4
$288K Buy
+3,496
New +$288K 0.51% 57