Bartlett & Co’s iShares US Basic Materials ETF IYM Stock Holding History

Bartlett & Co’s Portfolio IYM Stock Details IYM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$410K	Sell	2,955 -456	-13%	-$63.3K	0.01%	370
2023 Q3	$433K	Hold	3,411	–	–	0.01%	355
2023 Q2	$454K	Hold	3,411	–	–	0.01%	355
2023 Q1	$452K	Sell	3,411 -56	-2%	-$7.42K	0.01%	296
2022 Q4	$433K	Sell	3,467 -74	-2%	-$9.24K	0.01%	306
2022 Q3	$383K	Sell	3,541 -74	-2%	-$8K	0.01%	308
2022 Q2	$426K	Sell	3,615 -71	-2%	-$8.37K	0.01%	295
2022 Q1	$550K	Buy	3,686 +273	+8%	+$40.7K	0.01%	287
2021 Q4	$478K	Sell	3,413 -397	-10%	-$55.6K	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%	+$63K	0.01%	263
2020 Q3	$348K	Buy	3,519 +569	+19%	+$56.3K	0.01%	268
2020 Q2	$263K	Buy	2,950 +120	+4%	+$10.7K	0.01%	284
2020 Q1	$196K	Buy	+2,830	New	+$196K	0.01%	294
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	$279K	Hold	2,830	–	–	0.01%	230
2018 Q2	$280K	Sell	2,830 -245	-8%	-$24.2K	0.01%	226
2018 Q1	$295K	Sell	3,075 -200	-6%	-$19.2K	0.01%	221
2017 Q4	$335K	Sell	3,275 -95	-3%	-$9.72K	0.01%	218
2017 Q3	$323K	Sell	3,370 -1,265	-27%	-$121K	0.01%	217
2017 Q2	$414K	Sell	4,635 -630	-12%	-$56.3K	0.02%	201
2017 Q1	$469K	Buy	5,265 +245	+5%	+$21.8K	0.02%	197
2016 Q4	$417K	Sell	5,020 -600	-11%	-$49.8K	0.02%	200
2016 Q3	$444K	Sell	5,620 -300	-5%	-$23.7K	0.02%	193
2016 Q2	$450K	Hold	5,920	–	–	0.02%	192
2016 Q1	$434K	Sell	5,920 -340	-5%	-$24.9K	0.02%	196
2015 Q4	$442K	Sell	6,260 -945	-13%	-$66.7K	0.02%	199
2015 Q3	$466K	Sell	7,205 -180	-2%	-$11.6K	0.03%	190
2015 Q2	$595K	Sell	7,385 -720	-9%	-$58K	0.03%	177
2015 Q1	$664K	Sell	8,105 -11,280	-58%	-$924K	0.03%	165
2014 Q4	$1.6M	Buy	+19,385	New	+$1.6M	0.08%	123