Bartlett & Co Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $536K | Hold |
|
|||||
|
2025
Q2 | $507K | Hold |
|
|||||
|
2025
Q1 | $488K | Buy |
|
|||||
|
2024
Q4 | $210K | Sell |
|
|||||
|
2024
Q3 | $291K | Sell |
|
|||||
|
2024
Q2 | $299K | Sell |
|
|||||
|
2024
Q1 | $323K | Sell |
|
|||||
|
2023
Q4 | $410K | Sell |
|
|||||
|
2023
Q3 | $433K | Hold |
|
|||||
|
2023
Q2 | $454K | Hold |
|
|||||
|
2023
Q1 | $452K | Sell |
|
|||||
|
2022
Q4 | $433K | Sell |
|
|||||
|
2022
Q3 | $383K | Sell |
|
|||||
|
2022
Q2 | $426K | Sell |
|
|||||
|
2022
Q1 | $551K | Buy |
|
|||||
|
2021
Q4 | $479K | Sell |
|
|||||
|
2021
Q3 | $475K | Hold |
|
|||||
|
2021
Q2 | $497K | Buy |
|
|||||
|
2021
Q1 | $466K | Sell |
|
|||||
|
2020
Q4 | $462K | Buy |
|
|||||
|
2020
Q3 | $348K | Buy |
|
|||||
|
2020
Q2 | $263K | Buy |
|
|||||
|
2020
Q1 | $196K | Hold |
|
|||||
|
2019
Q4 | $277K | Hold |
|
|||||
|
2019
Q3 | $261K | Hold |
|
|||||
|
2019
Q2 | $269K | Hold |
|
|||||
|
2019
Q1 | $259K | Hold |
|
|||||
|
2018
Q4 | $238K | Hold |
|
|||||
|
2018
Q3 | $280K | Hold |
|
|||||
|
2018
Q2 | $281K | Sell |
|
|||||
|
2018
Q1 | $295K | Buy |
|