Aptus Capital Advisors’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 | $10.5K | Hold |
75
| – | – | ﹤0.01% | 1347 |
|
|
2025
Q1 | $10.1K | Buy |
75
+55
| +275% | +$7.38K | ﹤0.01% | 1270 |
|
|
2024
Q4 | $2.6K | Hold |
20
| – | – | ﹤0.01% | 1358 |
|
|
2024
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 1170 |
|
|
2024
Q2 | $2.8K | Sell |
20
-287
| -93% | -$40.2K | ﹤0.01% | 1093 |
|
|
2024
Q1 | $45.4K | Sell |
307
-93
| -23% | -$13.7K | ﹤0.01% | 897 |
|
|
2023
Q4 | $55.3K | Sell |
400
-167
| -29% | -$23.1K | ﹤0.01% | 667 |
|
|
2023
Q3 | $71.6K | Sell |
567
-90
| -14% | -$11.4K | ﹤0.01% | 650 |
|
|
2023
Q2 | $87.4K | Hold |
657
| – | – | ﹤0.01% | 525 |
|
|
2023
Q1 | $87.1K | Hold |
657
| – | – | ﹤0.01% | 526 |
|
|
2022
Q4 | $82K | Hold |
657
| – | – | ﹤0.01% | 548 |
|
|
2022
Q3 | $71K | Sell |
657
-10
| -1% | -$1.08K | ﹤0.01% | 524 |
|
|
2022
Q2 | $79K | Buy |
667
+35
| +6% | +$4.15K | ﹤0.01% | 430 |
|
|
2022
Q1 | $95K | Buy |
632
+11
| +2% | +$1.65K | ﹤0.01% | 465 |
|
|
2021
Q4 | $87K | Sell |
621
-6
| -1% | -$841 | ﹤0.01% | 391 |
|
|
2021
Q3 | $78K | Sell |
627
-19
| -3% | -$2.36K | ﹤0.01% | 374 |
|
|
2021
Q2 | $84K | Buy |
646
+507
| +365% | +$65.9K | ﹤0.01% | 386 |
|
|
2021
Q1 | $17K | Buy |
+139
| New | +$17K | ﹤0.01% | 417 |
|