CAPTRUST Financial Advisors’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
Q2 | $553K | Sell |
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|
2025
Q1 | $589K | Buy |
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|
2024
Q4 | $568K | Sell |
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|
2024
Q3 | $662K | Sell |
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|
2024
Q2 | $850K | Sell |
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|
2024
Q1 | $922K | Sell |
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|
2023
Q4 | $869K | Sell |
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|
2023
Q3 | $804K | Buy |
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|
2023
Q2 | $833K | Sell |
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|
2023
Q1 | $837K | Sell |
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|
2022
Q4 | $801K | Buy |
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|
2022
Q3 | $673K | Buy |
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|
2022
Q2 | $698K | Hold |
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|
2022
Q1 | $887K | Buy |
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|
2021
Q4 | $803K | Buy |
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|
2021
Q3 | $583K | Buy |
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|
2021
Q2 | $551K | Buy |
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|
2021
Q1 | $355K | Buy |
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|
2020
Q4 | $9K | Hold |
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|
2020
Q3 | $8K | Hold |
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|
2020
Q2 | $7K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $268K | Hold |
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|
2018
Q3 | $315K | Hold |
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|
2018
Q2 | $317K | Hold |
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|
2018
Q1 | $300K | Buy |
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|
2017
Q4 | $318K | Sell |
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|
2017
Q3 | $316K | Sell |
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|
2017
Q2 | $294K | Buy |
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|
2017
Q1 | $281K | Buy |
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