Clear Creek Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $295K | Buy |
2,108
+5
| +0.2% | +$700 | 0.03% | 446 |
|
|
2025
Q1 | $283K | Sell |
2,103
-50
| -2% | -$6.74K | 0.03% | 406 |
|
|
2024
Q4 | $280K | Buy |
2,153
+2
| +0.1% | +$260 | 0.03% | 385 |
|
|
2024
Q3 | $323K | Buy |
2,151
+1
| +0% | +$150 | 0.04% | 332 |
|
|
2024
Q2 | $301K | Sell |
2,150
-223
| -9% | -$31.2K | 0.04% | 337 |
|
|
2024
Q1 | $351K | Sell |
2,373
-168
| -7% | -$24.8K | 0.04% | 300 |
|
|
2023
Q4 | $351K | Sell |
2,541
-286
| -10% | -$39.5K | 0.06% | 244 |
|
|
2023
Q3 | $357K | Sell |
2,827
-68,734
| -96% | -$8.68M | 0.06% | 213 |
|
|
2023
Q2 | $9.52M | Buy |
71,561
+59,527
| +495% | +$7.92M | 1.65% | 15 |
|
|
2023
Q1 | $1.59M | Buy |
12,034
+8,193
| +213% | +$1.09M | 0.3% | 70 |
|
|
2022
Q4 | $479K | Sell |
3,841
-3,822
| -50% | -$477K | 0.11% | 153 |
|
|
2022
Q3 | $829K | Buy |
7,663
+274
| +4% | +$29.6K | 0.18% | 98 |
|
|
2022
Q2 | $870K | Buy |
7,389
+2,231
| +43% | +$263K | 0.18% | 103 |
|
|
2022
Q1 | $771K | Sell |
5,158
-844
| -14% | -$126K | 0.12% | 142 |
|
|
2021
Q4 | $842K | Sell |
6,002
-41,139
| -87% | -$5.77M | 0.13% | 139 |
|
|
2021
Q3 | $5.87M | Buy |
+47,141
| New | +$5.87M | 0.94% | 28 |
|
|
2021
Q1 | – | Sell |
-30,622
| Closed | -$3.47M | – | 159 |
|
|
2020
Q4 | $3.47M | Buy |
+30,622
| New | +$3.47M | 0.67% | 40 |
|