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