Beacon Pointe Advisors’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 | $311K | Buy |
2,220
+2
| +0.1% | +$280 | ﹤0.01% | 1021 |
|
|
2025
Q1 | $299K | Sell |
2,218
-7
| -0.3% | -$944 | ﹤0.01% | 1011 |
|
|
2024
Q4 | $289K | Buy |
2,225
+537
| +32% | +$69.8K | ﹤0.01% | 1015 |
|
|
2024
Q3 | $253K | Buy |
1,688
+1
| +0.1% | +$150 | ﹤0.01% | 1072 |
|
|
2024
Q2 | $236K | Sell |
1,687
-531
| -24% | -$74.4K | ﹤0.01% | 1118 |
|
|
2024
Q1 | $328K | Buy |
2,218
+96
| +5% | +$14.2K | ﹤0.01% | 1070 |
|
|
2023
Q4 | $293K | Sell |
2,122
-323
| -13% | -$44.6K | ﹤0.01% | 1073 |
|
|
2023
Q3 | $309K | Sell |
2,445
-100
| -4% | -$12.6K | ﹤0.01% | 1049 |
|
|
2023
Q2 | $339K | Buy |
2,545
+198
| +8% | +$26.3K | 0.01% | 841 |
|
|
2023
Q1 | $311K | Buy |
2,347
+16
| +0.7% | +$2.12K | 0.01% | 922 |
|
|
2022
Q4 | $291K | Buy |
2,331
+5
| +0.2% | +$624 | 0.01% | 872 |
|
|
2022
Q3 | $254K | Hold |
2,326
| – | – | 0.01% | 844 |
|
|
2022
Q2 | $277K | Sell |
2,326
-233
| -9% | -$27.7K | 0.01% | 852 |
|
|
2022
Q1 | $383K | Buy |
2,559
+752
| +42% | +$113K | 0.01% | 891 |
|
|
2021
Q4 | $253K | Sell |
1,807
-575
| -24% | -$80.5K | 0.01% | 795 |
|
|
2021
Q3 | $297K | Buy |
+2,382
| New | +$297K | 0.01% | 709 |
|