Corient Private Wealth’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 | $1.33M | Sell |
9,488
-600
| -6% | -$84K | ﹤0.01% | 1285 |
|
|
2025
Q1 | $1.36M | Sell |
10,088
-219
| -2% | -$29.5K | ﹤0.01% | 1140 |
|
|
2024
Q4 | $1.34M | Sell |
10,307
-776
| -7% | -$101K | ﹤0.01% | 1178 |
|
|
2024
Q3 | $1.66M | Buy |
11,083
+285
| +3% | +$42.8K | ﹤0.01% | 1154 |
|
|
2024
Q2 | $1.51M | Sell |
10,798
-162
| -1% | -$22.7K | ﹤0.01% | 1153 |
|
|
2024
Q1 | $1.62M | Sell |
10,960
-116
| -1% | -$17.1K | ﹤0.01% | 1125 |
|
|
2023
Q4 | $1.53M | Sell |
11,076
-5
| -0% | -$691 | ﹤0.01% | 1121 |
|
|
2023
Q3 | $1.4M | Sell |
11,081
-300
| -3% | -$37.9K | ﹤0.01% | 1058 |
|
|
2023
Q2 | $1.51M | Buy |
11,381
+565
| +5% | +$75.2K | ﹤0.01% | 997 |
|
|
2023
Q1 | $1.43M | Buy |
10,816
+115
| +1% | +$15.2K | ﹤0.01% | 952 |
|
|
2022
Q4 | $1.34M | Buy |
+10,701
| New | +$1.34M | ﹤0.01% | 821 |
|