Barber Financial Group’s iShares US Basic Materials ETF IYM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$2.93M	Buy	+22,130	New	+$2.94M	0.52%	26
2022 Q4	–	Sell	-13,893	Closed	-$1.5M	–	141
2022 Q3	$1.5M	Buy	13,893 +3,410	+33%	+$409K	0.44%	31
2022 Q2	$1.23M	Buy	+10,483	New	+$1.45M	0.2%	36
2021 Q4	–	Sell	-292,514	Closed	-$36.4M	–	171
2021 Q3	$36.4M	Buy	+292,514	New	+$38.1M	4.71%	10
2021 Q1	–	Sell	-365,017	Closed	-$41.4M	–	156
2020 Q4	$41.4M	Buy	+365,017	New	+$38.9M	7.56%	3
2018 Q2	–	Sell	-38,072	Closed	-$3.66M	–	130
2018 Q1	$3.66M	Sell	38,072 -2,044	-5%	-$210K	0.97%	35
2017 Q4	$4.1M	Buy	+40,116	New	+$3.98M	1.04%	26
2017 Q2	–	Sell	-4,310	Closed	-$384K	–	96
2017 Q1	$384K	Sell	4,310 -464	-10%	-$40.7K	0.13%	57
2016 Q4	$397K	Buy	+4,774	New	+$386K	0.14%	55