Arkadios Wealth 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 | $359K | Sell |
2,563
-19
| -0.7% | -$2.66K | 0.01% | 964 |
|
|
2025
Q1 | $348K | Buy |
+2,582
| New | +$348K | 0.01% | 843 |
|
|
2024
Q4 | – | Sell |
-1,568
| Closed | -$235K | – | 962 |
|
|
2024
Q3 | $235K | Sell |
1,568
-199
| -11% | -$29.9K | 0.01% | 788 |
|
|
2024
Q2 | $247K | Buy |
+1,767
| New | +$247K | 0.02% | 697 |
|
|
2023
Q1 | – | Sell |
-2,003
| Closed | -$250K | – | 614 |
|
|
2022
Q4 | $250K | Buy |
2,003
+48
| +2% | +$5.99K | 0.03% | 453 |
|
|
2022
Q3 | $211K | Sell |
1,955
-92
| -4% | -$9.93K | 0.03% | 469 |
|
|
2022
Q2 | $241K | Sell |
2,047
-1,264
| -38% | -$149K | 0.04% | 457 |
|
|
2022
Q1 | $495K | Buy |
3,311
+1,347
| +69% | +$201K | 0.06% | 316 |
|
|
2021
Q4 | $275K | Buy |
1,964
+881
| +81% | +$123K | 0.04% | 463 |
|
|
2021
Q3 | $134K | Buy |
1,083
+104
| +11% | +$12.9K | 0.02% | 609 |
|
|
2021
Q2 | $127K | Buy |
979
+507
| +107% | +$65.8K | 0.02% | 658 |
|
|
2021
Q1 | $59K | Buy |
472
+307
| +186% | +$38.4K | 0.01% | 645 |
|
|
2020
Q4 | $18K | Hold |
165
| – | – | ﹤0.01% | 782 |
|
|
2020
Q3 | $17K | Hold |
165
| – | – | 0.01% | 632 |
|
|
2020
Q2 | $15.5K | Sell |
165
-1,592
| -91% | -$150K | 0.01% | 598 |
|
|
2020
Q1 | $122K | Buy |
1,757
+8
| +0.5% | +$554 | 0.08% | 206 |
|
|
2019
Q4 | $167K | Buy |
+1,749
| New | +$167K | 0.1% | 172 |
|