Creative Financial Designs’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 | – | Sell |
-52
| Closed | -$7.06K | – | 2103 |
|
|
2025
Q1 | $7.06K | Hold |
52
| – | – | ﹤0.01% | 1384 |
|
|
2024
Q4 | $6.78K | Sell |
52
-156
| -75% | -$20.3K | ﹤0.01% | 1352 |
|
|
2024
Q3 | $31.3K | Hold |
208
| – | – | ﹤0.01% | 917 |
|
|
2024
Q2 | $29.1K | Hold |
208
| – | – | ﹤0.01% | 906 |
|
|
2024
Q1 | $30.7K | Hold |
208
| – | – | ﹤0.01% | 858 |
|
|
2023
Q4 | $28.7K | Buy |
208
+1
| +0.5% | +$138 | ﹤0.01% | 823 |
|
|
2023
Q3 | $26.2K | Hold |
207
| – | – | ﹤0.01% | 792 |
|
|
2023
Q2 | $27.6K | Hold |
207
| – | – | ﹤0.01% | 781 |
|
|
2023
Q1 | $27.4K | Buy |
207
+1
| +0.5% | +$133 | ﹤0.01% | 730 |
|
|
2022
Q4 | $25.7K | Buy |
206
+1
| +0.5% | +$125 | ﹤0.01% | 709 |
|
|
2022
Q3 | $22K | Buy |
205
+1
| +0.5% | +$107 | ﹤0.01% | 716 |
|
|
2022
Q2 | $24K | Buy |
204
+2
| +1% | +$235 | ﹤0.01% | 696 |
|
|
2022
Q1 | $30K | Buy |
+202
| New | +$30K | ﹤0.01% | 678 |
|
|
2021
Q4 | – | Sell |
-201
| Closed | -$25K | – | 1330 |
|
|
2021
Q3 | $25K | Buy |
201
+151
| +302% | +$18.8K | ﹤0.01% | 806 |
|
|
2021
Q2 | $7K | Buy |
+50
| New | +$7K | ﹤0.01% | 1090 |
|
|
2020
Q4 | – | Sell |
-52
| Closed | -$5K | – | 1272 |
|
|
2020
Q3 | $5K | Hold |
52
| – | – | ﹤0.01% | 931 |
|
|
2020
Q2 | $5K | Hold |
52
| – | – | ﹤0.01% | 868 |
|
|
2020
Q1 | $4K | Hold |
52
| – | – | ﹤0.01% | 423 |
|
|
2019
Q4 | $5K | Hold |
52
| – | – | ﹤0.01% | 470 |
|
|
2019
Q3 | $5K | Sell |
52
-14
| -21% | -$1.35K | ﹤0.01% | 475 |
|
|
2019
Q2 | $6K | Hold |
66
| – | – | ﹤0.01% | 444 |
|
|
2019
Q1 | $6K | Sell |
66
-30
| -31% | -$2.73K | ﹤0.01% | 433 |
|
|
2018
Q4 | $8K | Hold |
96
| – | – | 0.01% | 393 |
|
|
2018
Q3 | $9K | Hold |
96
| – | – | 0.01% | 450 |
|
|
2018
Q2 | $10K | Hold |
96
| – | – | 0.01% | 467 |
|
|
2018
Q1 | $9K | Hold |
96
| – | – | 0.01% | 434 |
|
|
2017
Q4 | $10K | Sell |
96
-95
| -50% | -$9.9K | 0.01% | 409 |
|
|
2017
Q3 | $18K | Sell |
191
-309
| -62% | -$29.1K | 0.01% | 345 |
|
|
2017
Q2 | $45K | Buy |
500
+162
| +48% | +$14.6K | 0.03% | 243 |
|
|
2017
Q1 | $30K | Hold |
338
| – | – | 0.02% | 274 |
|
|
2016
Q4 | $28K | Buy |
+338
| New | +$28K | 0.02% | 283 |
|