BCWM
Bartlett & Co Wealth Management’s iShares US Basic Materials ETF IYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Hold |
3,618
| – | – | 0.01% | 329 |
|
|
2025
Q1 | $488K | Buy |
3,618
+2,000
| +124% | +$270K | 0.01% | 334 |
|
|
2024
Q4 | $210K | Sell |
1,618
-320
| -17% | -$41.6K | ﹤0.01% | 435 |
|
|
2024
Q3 | $291K | Sell |
1,938
-195
| -9% | -$29.3K | ﹤0.01% | 405 |
|
|
2024
Q2 | $299K | Sell |
2,133
-54
| -2% | -$7.56K | ﹤0.01% | 394 |
|
|
2024
Q1 | $323K | Sell |
2,187
-768
| -26% | -$113K | 0.01% | 392 |
|
|
2023
Q4 | $410K | Sell |
2,955
-456
| -13% | -$63.3K | 0.01% | 370 |
|
|
2023
Q3 | $433K | Hold |
3,411
| – | – | 0.01% | 354 |
|
|
2023
Q2 | $454K | Hold |
3,411
| – | – | 0.01% | 354 |
|
|
2023
Q1 | $452K | Sell |
3,411
-56
| -2% | -$7.42K | 0.01% | 297 |
|
|
2022
Q4 | $433K | Sell |
3,467
-74
| -2% | -$9.23K | 0.01% | 306 |
|
|
2022
Q3 | $383K | Sell |
3,541
-74
| -2% | -$8K | 0.01% | 308 |
|
|
2022
Q2 | $426K | Sell |
3,615
-71
| -2% | -$8.36K | 0.01% | 295 |
|
|
2022
Q1 | $551K | Buy |
3,686
+273
| +8% | +$40.8K | 0.01% | 287 |
|
|
2021
Q4 | $479K | Sell |
3,413
-397
| -10% | -$55.7K | 0.01% | 302 |
|
|
2021
Q3 | $475K | Hold |
3,810
| – | – | 0.01% | 263 |
|
|
2021
Q2 | $497K | Buy |
3,810
+100
| +3% | +$13K | 0.01% | 263 |
|
|
2021
Q1 | $466K | Sell |
3,710
-365
| -9% | -$45.8K | 0.01% | 266 |
|
|
2020
Q4 | $462K | Buy |
4,075
+556
| +16% | +$63.1K | 0.01% | 263 |
|
|
2020
Q3 | $348K | Buy |
3,519
+569
| +19% | +$56.2K | 0.01% | 268 |
|
|
2020
Q2 | $263K | Buy |
2,950
+120
| +4% | +$10.7K | 0.01% | 283 |
|
|
2020
Q1 | $196K | Hold |
2,830
| – | – | 0.01% | 295 |
|
|
2019
Q4 | $277K | Hold |
2,830
| – | – | 0.01% | 298 |
|
|
2019
Q3 | $261K | Hold |
2,830
| – | – | 0.01% | 297 |
|
|
2019
Q2 | $269K | Hold |
2,830
| – | – | 0.01% | 240 |
|
|
2019
Q1 | $259K | Hold |
2,830
| – | – | 0.01% | 239 |
|
|
2018
Q4 | $238K | Hold |
2,830
| – | – | 0.01% | 239 |
|
|
2018
Q3 | $280K | Hold |
2,830
| – | – | 0.01% | 230 |
|
|
2018
Q2 | $281K | Sell |
2,830
-245
| -8% | -$24.4K | 0.01% | 226 |
|
|
2018
Q1 | $295K | Buy |
+3,075
| New | +$295K | 0.01% | 221 |
|