Allworth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.8K | Sell |
420
-14
| -3% | -$1.96K | ﹤0.01% | 1849 |
|
|
2025
Q1 | $56.8K | Sell |
434
-13
| -3% | -$1.7K | ﹤0.01% | 1487 |
|
|
2024
Q4 | $61.4K | Buy |
447
+41
| +10% | +$5.63K | ﹤0.01% | 1472 |
|
|
2024
Q3 | $60.9K | Sell |
406
-265
| -39% | -$39.8K | ﹤0.01% | 1315 |
|
|
2024
Q2 | $95.6K | Sell |
671
-73
| -10% | -$10.4K | ﹤0.01% | 1095 |
|
|
2024
Q1 | $110K | Hold |
744
| – | – | ﹤0.01% | 987 |
|
|
2023
Q4 | $103K | Sell |
744
-193
| -21% | -$26.7K | ﹤0.01% | 930 |
|
|
2023
Q3 | $118K | Hold |
937
| – | – | ﹤0.01% | 825 |
|
|
2023
Q2 | $125K | Sell |
937
-185
| -16% | -$24.6K | ﹤0.01% | 819 |
|
|
2023
Q1 | $149K | Buy |
1,122
+1
| +0.1% | +$132 | ﹤0.01% | 723 |
|
|
2022
Q4 | $140K | Sell |
1,121
-143
| -11% | -$17.8K | ﹤0.01% | 718 |
|
|
2022
Q3 | $137K | Sell |
1,264
-152
| -11% | -$16.5K | ﹤0.01% | 684 |
|
|
2022
Q2 | $167K | Sell |
1,416
-329
| -19% | -$38.8K | ﹤0.01% | 593 |
|
|
2022
Q1 | $261K | Buy |
1,745
+1,236
| +243% | +$185K | ﹤0.01% | 509 |
|
|
2021
Q4 | $71K | Buy |
509
+3
| +0.6% | +$418 | ﹤0.01% | 762 |
|
|
2021
Q3 | $63K | Buy |
+506
| New | +$63K | ﹤0.01% | 724 |
|
|
2018
Q4 | – | Sell |
-4
| Closed | – | – | 899 |
|
|
2018
Q3 | $0 | Buy |
+4
| New | – | ﹤0.01% | 942 |
|
|
2016
Q4 | – | Sell |
-60
| Closed | -$5K | – | 705 |
|
|
2016
Q3 | $5K | Buy |
+60
| New | +$5K | ﹤0.01% | 500 |
|