Colonial Trust 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $33K | Hold |
236
| – | – | ﹤0.01% | 387 |
|
2025
Q1 | $31.8K | Hold |
236
| – | – | ﹤0.01% | 385 |
|
2024
Q4 | $30.7K | Hold |
236
| – | – | ﹤0.01% | 365 |
|
2024
Q3 | $35.4K | Hold |
236
| – | – | ﹤0.01% | 372 |
|
2024
Q2 | $33K | Hold |
236
| – | – | ﹤0.01% | 368 |
|
2024
Q1 | $34.9K | Hold |
236
| – | – | ﹤0.01% | 378 |
|
2023
Q4 | $32.6K | Hold |
236
| – | – | ﹤0.01% | 367 |
|
2023
Q3 | $29.8K | Hold |
236
| – | – | ﹤0.01% | 380 |
|
2023
Q2 | $31.4K | Hold |
236
| – | – | ﹤0.01% | 381 |
|
2023
Q1 | $31.3K | Hold |
236
| – | – | ﹤0.01% | 385 |
|
2022
Q4 | $29.4K | Buy |
+236
| New | +$29.4K | ﹤0.01% | 391 |
|