Cetera Advisors’s iShares US Basic Materials ETF IYM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $1.23M | Buy |
8,323
+1,145
| +16% | +$169K | 0.01% | 1054 |
|
2023
Q4 | $992K | Sell |
7,178
-156
| -2% | -$21.6K | 0.01% | 778 |
|
2023
Q3 | $926K | Sell |
7,334
-308
| -4% | -$38.9K | 0.01% | 752 |
|
2023
Q2 | $1.02M | Sell |
7,642
-26
| -0.3% | -$3.46K | 0.02% | 707 |
|
2023
Q1 | $1.02M | Sell |
7,668
-2,388
| -24% | -$316K | 0.02% | 685 |
|
2022
Q4 | $1.25M | Buy |
10,056
+3,464
| +53% | +$432K | 0.02% | 581 |
|
2022
Q3 | $713K | Buy |
6,592
+315
| +5% | +$34.1K | 0.02% | 635 |
|
2022
Q2 | $739K | Sell |
6,277
-972
| -13% | -$114K | 0.02% | 680 |
|
2022
Q1 | $1.08M | Buy |
7,249
+1,625
| +29% | +$243K | 0.02% | 582 |
|
2021
Q4 | $789K | Buy |
5,624
+54
| +1% | +$7.58K | 0.02% | 691 |
|
2021
Q3 | $694K | Buy |
5,570
+85
| +2% | +$10.6K | 0.01% | 738 |
|
2021
Q2 | $715K | Buy |
5,485
+817
| +18% | +$107K | 0.02% | 668 |
|
2021
Q1 | $586K | Buy |
4,668
+378
| +9% | +$47.5K | 0.02% | 677 |
|
2020
Q4 | $487K | Sell |
4,290
-1,812
| -30% | -$206K | 0.02% | 648 |
|
2020
Q3 | $603K | Sell |
6,102
-898
| -13% | -$88.7K | 0.02% | 496 |
|
2020
Q2 | $625K | Buy |
7,000
+3,050
| +77% | +$272K | 0.03% | 474 |
|
2020
Q1 | $274K | Sell |
3,950
-616
| -13% | -$42.7K | 0.01% | 621 |
|
2019
Q4 | $446K | Sell |
4,566
-367
| -7% | -$35.8K | 0.02% | 600 |
|
2019
Q3 | $457K | Sell |
4,933
-266
| -5% | -$24.6K | 0.02% | 574 |
|
2019
Q2 | $489K | Sell |
5,199
-55
| -1% | -$5.17K | 0.02% | 566 |
|
2019
Q1 | $484K | Sell |
5,254
-551
| -9% | -$50.8K | 0.02% | 506 |
|
2018
Q4 | $489K | Buy |
5,805
+145
| +3% | +$12.2K | 0.03% | 482 |
|
2018
Q3 | $558K | Buy |
5,660
+2,363
| +72% | +$233K | 0.03% | 525 |
|
2018
Q2 | $329K | Buy |
3,297
+212
| +7% | +$21.2K | 0.02% | 633 |
|
2018
Q1 | $292K | Buy |
3,085
+720
| +30% | +$68.1K | 0.02% | 619 |
|
2017
Q4 | $242K | Sell |
2,365
-13
| -0.5% | -$1.33K | 0.01% | 649 |
|
2017
Q3 | $225K | Sell |
2,378
-22
| -0.9% | -$2.08K | 0.01% | 712 |
|
2017
Q2 | $213K | Buy |
+2,400
| New | +$213K | 0.01% | 714 |
|