Dakota Wealth Management’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
$490K Hold
3,500
0.01% 518
2025
Q1
$472K Hold
3,500
0.01% 519
2024
Q4
$455K Hold
3,500
0.01% 525
2024
Q3
$526K Hold
3,500
0.01% 490
2024
Q2
$490K Hold
3,500
0.01% 509
2024
Q1
$517K Buy
+3,500
New +$517K 0.01% 495