Barber Financial Group’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 | $2.93M | Buy |
+22,130
| New | +$2.93M | 0.52% | 26 |
|
|
2022
Q4 | – | Sell |
-13,893
| Closed | -$1.5M | – | 141 |
|
|
2022
Q3 | $1.5M | Buy |
13,893
+3,410
| +33% | +$369K | 0.44% | 31 |
|
|
2022
Q2 | $1.23M | Buy |
+10,483
| New | +$1.23M | 0.2% | 36 |
|
|
2021
Q4 | – | Sell |
-292,514
| Closed | -$36.4M | – | 171 |
|
|
2021
Q3 | $36.4M | Buy |
+292,514
| New | +$36.4M | 4.71% | 10 |
|
|
2021
Q1 | – | Sell |
-365,017
| Closed | -$41.4M | – | 156 |
|
|
2020
Q4 | $41.4M | Buy |
+365,017
| New | +$41.4M | 7.56% | 3 |
|
|
2018
Q2 | – | Sell |
-38,072
| Closed | -$3.66M | – | 130 |
|
|
2018
Q1 | $3.66M | Sell |
38,072
-2,044
| -5% | -$196K | 0.97% | 35 |
|
|
2017
Q4 | $4.1M | Buy |
+40,116
| New | +$4.1M | 1.04% | 26 |
|
|
2017
Q2 | – | Sell |
-4,310
| Closed | -$384K | – | 96 |
|
|
2017
Q1 | $384K | Sell |
4,310
-464
| -10% | -$41.3K | 0.13% | 57 |
|
|
2016
Q4 | $397K | Buy |
+4,774
| New | +$397K | 0.14% | 55 |
|