Carson Wealth (CWM LLC)’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 | $220K | Sell |
1,572
-225
| -13% | -$31.5K | ﹤0.01% | 2094 |
|
|
2025
Q1 | $242K | Buy |
1,797
+1,124
| +167% | +$151K | ﹤0.01% | 1801 |
|
|
2024
Q4 | $87K | Sell |
673
-51
| -7% | -$6.59K | ﹤0.01% | 2381 |
|
|
2024
Q3 | $109K | Buy |
724
+96
| +15% | +$14.5K | ﹤0.01% | 2148 |
|
|
2024
Q2 | $88K | Hold |
628
| – | – | ﹤0.01% | 2044 |
|
|
2024
Q1 | $93K | Sell |
628
-8
| -1% | -$1.19K | ﹤0.01% | 1918 |
|
|
2023
Q4 | $88K | Buy |
636
+86
| +16% | +$11.9K | ﹤0.01% | 1834 |
|
|
2023
Q3 | $70K | Hold |
550
| – | – | ﹤0.01% | 1863 |
|
|
2023
Q2 | $73K | Sell |
550
-71
| -11% | -$9.42K | ﹤0.01% | 1742 |
|
|
2023
Q1 | $82K | Buy |
621
+71
| +13% | +$9.38K | ﹤0.01% | 1591 |
|
|
2022
Q4 | $69K | Sell |
550
-70
| -11% | -$8.78K | ﹤0.01% | 1554 |
|
|
2022
Q3 | $67K | Buy |
620
+1
| +0.2% | +$108 | ﹤0.01% | 1519 |
|
|
2022
Q2 | $73K | Buy |
619
+81
| +15% | +$9.55K | ﹤0.01% | 1442 |
|
|
2022
Q1 | $80K | Buy |
538
+69
| +15% | +$10.3K | ﹤0.01% | 1413 |
|
|
2021
Q4 | $66K | Buy |
+469
| New | +$66K | ﹤0.01% | 1464 |
|
|
2021
Q2 | $70K | Hold |
539
| – | – | ﹤0.01% | 1265 |
|
|
2021
Q1 | $70K | Hold |
539
| – | – | ﹤0.01% | 1265 |
|
|
2020
Q4 | $70K | Hold |
539
| – | – | ﹤0.01% | 1265 |
|
|
2020
Q3 | $70K | Hold |
539
| – | – | ﹤0.01% | 1265 |
|
|
2020
Q2 | $70K | Hold |
539
| – | – | ﹤0.01% | 1265 |
|
|
2020
Q1 | $70K | Hold |
539
| – | – | ﹤0.01% | 1265 |
|
|
2019
Q4 | $70K | Hold |
539
| – | – | ﹤0.01% | 1265 |
|
|
2019
Q3 | $70K | Hold |
539
| – | – | ﹤0.01% | 1265 |
|
|
2019
Q2 | $70K | Hold |
539
| – | – | ﹤0.01% | 1265 |
|
|
2019
Q1 | $70K | Sell |
539
-2,877
| -84% | -$374K | ﹤0.01% | 1265 |
|
|
2018
Q4 | $287K | Buy |
3,416
+2,963
| +654% | +$249K | 0.01% | 528 |
|
|
2018
Q3 | $45K | Sell |
453
-18
| -4% | -$1.79K | ﹤0.01% | 769 |
|
|
2018
Q2 | $47K | Sell |
471
-44,734
| -99% | -$4.46M | ﹤0.01% | 640 |
|
|
2018
Q1 | $4.34M | Sell |
45,205
-17,268
| -28% | -$1.66M | 0.17% | 108 |
|
|
2017
Q4 | $6.39M | Buy |
62,473
+61,287
| +5,168% | +$6.26M | 0.28% | 67 |
|
|
2017
Q3 | $114K | Sell |
1,186
-21,442
| -95% | -$2.06M | 0.01% | 400 |
|
|
2017
Q2 | $2.02M | Sell |
22,628
-38,578
| -63% | -$3.45M | 0.1% | 155 |
|
|
2017
Q1 | $5.46M | Buy |
61,206
+61,028
| +34,285% | +$5.44M | 0.31% | 71 |
|
|
2016
Q4 | $15K | Buy |
+178
| New | +$15K | ﹤0.01% | 649 |
|