Colonial Trust’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 | $49K | Hold |
350
| – | – | 0.01% | 550 |
|
|
2025
Q1 | $47.2K | Hold |
350
| – | – | 0.01% | 553 |
|
|
2024
Q4 | $45.5K | Hold |
350
| – | – | 0.01% | 597 |
|
|
2024
Q3 | $52.6K | Hold |
350
| – | – | 0.01% | 542 |
|
|
2024
Q2 | $49K | Hold |
350
| – | – | 0.01% | 516 |
|
|
2024
Q1 | $51.7K | Hold |
350
| – | – | 0.01% | 504 |
|
|
2023
Q4 | $48.4K | Hold |
350
| – | – | 0.01% | 509 |
|
|
2023
Q3 | $44.2K | Hold |
350
| – | – | 0.01% | 495 |
|
|
2023
Q2 | $46.6K | Hold |
350
| – | – | 0.01% | 491 |
|
|
2023
Q1 | $46.4K | Hold |
350
| – | – | 0.01% | 472 |
|
|
2022
Q4 | $43.7K | Buy |
+350
| New | +$43.7K | 0.01% | 466 |
|