Carson Wealth (CWM LLC)’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
Q3 | $229K | Sell |
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|
2025
Q2 | $220K | Sell |
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|
2025
Q1 | $242K | Buy |
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|
2024
Q4 | $87K | Sell |
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|
2024
Q3 | $109K | Buy |
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|
2024
Q2 | $88K | Hold |
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|
2024
Q1 | $93K | Sell |
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|
2023
Q4 | $88K | Buy |
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|
2023
Q3 | $70K | Hold |
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|
2023
Q2 | $73K | Sell |
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|
2023
Q1 | $82K | Buy |
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|
2022
Q4 | $69K | Sell |
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|
2022
Q3 | $67K | Buy |
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|
2022
Q2 | $73K | Buy |
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|
2022
Q1 | $80K | Buy |
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|
2021
Q4 | $66K | Buy |
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|
2021
Q2 | $70K | Hold |
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|
2021
Q1 | $70K | Hold |
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|
2020
Q4 | $70K | Hold |
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|
2020
Q3 | $70K | Hold |
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|
2020
Q2 | $70K | Hold |
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|
2020
Q1 | $70K | Hold |
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|
2019
Q4 | $70K | Hold |
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|
2019
Q3 | $70K | Hold |
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|
2019
Q2 | $70K | Hold |
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|
2019
Q1 | $70K | Sell |
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|
2018
Q4 | $287K | Buy |
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|
2018
Q3 | $45K | Sell |
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|
2018
Q2 | $47K | Sell |
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|
2018
Q1 | $4.34M | Sell |
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|
2017
Q4 | $6.38M | Buy |
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|
2017
Q3 | $114K | Sell |
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|
2017
Q2 | $2.02M | Sell |
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|
2017
Q1 | $5.46M | Buy |
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|
2016
Q4 | $15K | Buy |
|