Coastal Bridge 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 | $388K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $210K | Hold |
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|
2024
Q3 | $242K | Hold |
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|
2024
Q2 | $226K | Hold |
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|
2024
Q1 | $238K | Hold |
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|
2023
Q4 | $223K | Hold |
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|
2023
Q3 | $204K | Hold |
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|
2023
Q2 | $215K | Hold |
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|
2023
Q1 | $214K | Hold |
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|
2022
Q4 | $201K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $241K | Hold |
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|
2021
Q4 | $226K | Hold |
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|
2021
Q3 | $201K | Hold |
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|
2021
Q2 | $210K | Hold |
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|
2021
Q1 | $203K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $215K | Hold |
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|
2018
Q1 | $209K | Sell |
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|
2017
Q4 | $246K | Hold |
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|
2017
Q3 | $227K | Buy |
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