DY
Dowling & Yahnke’s iShares US Basic Materials ETF IYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.16M | Sell |
10,741
-33
| -0.3% | -$3.57K | 0.05% | 211 |
|
|
2022
Q2 | $1.27M | Buy |
10,774
+160
| +2% | +$18.8K | 0.06% | 210 |
|
|
2022
Q1 | $1.59M | Buy |
10,614
+229
| +2% | +$34.2K | 0.07% | 191 |
|
|
2021
Q4 | $1.46M | Sell |
10,385
-685
| -6% | -$96K | 0.07% | 194 |
|
|
2021
Q3 | $1.38M | Sell |
11,070
-10
| -0.1% | -$1.25K | 0.08% | 194 |
|
|
2021
Q2 | $1.44M | Sell |
11,080
-40
| -0.4% | -$5.21K | 0.08% | 187 |
|
|
2021
Q1 | $1.4M | Sell |
11,120
-185
| -2% | -$23.2K | 0.1% | 177 |
|
|
2020
Q4 | $1.28M | Sell |
11,305
-380
| -3% | -$43.1K | 0.09% | 179 |
|
|
2020
Q3 | $1.15M | Sell |
11,685
-765
| -6% | -$75.6K | 0.09% | 174 |
|
|
2020
Q2 | $1.11M | Sell |
12,450
-245
| -2% | -$21.9K | 0.09% | 175 |
|
|
2020
Q1 | $879K | Buy |
12,695
+3,545
| +39% | +$245K | 0.08% | 182 |
|
|
2019
Q4 | $896K | Sell |
9,150
-65
| -0.7% | -$6.37K | 0.07% | 194 |
|
|
2019
Q3 | $850K | Sell |
9,215
-150
| -2% | -$13.8K | 0.07% | 195 |
|
|
2019
Q2 | $890K | Hold |
9,365
| – | – | 0.07% | 193 |
|
|
2019
Q1 | $856K | Sell |
9,365
-1,352
| -13% | -$124K | 0.08% | 179 |
|
|
2018
Q4 | $972K | Buy |
10,717
+1,030
| +11% | +$93.4K | 0.1% | 160 |
|
|
2018
Q3 | $953K | Sell |
9,687
-50
| -0.5% | -$4.92K | 0.08% | 192 |
|
|
2018
Q2 | $964K | Sell |
9,737
-190
| -2% | -$18.8K | 0.09% | 190 |
|
|
2018
Q1 | $954K | Hold |
9,927
| – | – | 0.09% | 195 |
|
|
2017
Q4 | $1.02M | Sell |
9,927
-240
| -2% | -$24.5K | 0.09% | 193 |
|
|
2017
Q3 | $974K | Sell |
10,167
-400
| -4% | -$38.3K | 0.1% | 181 |
|
|
2017
Q2 | $944K | Sell |
10,567
-70
| -0.7% | -$6.25K | 0.1% | 179 |
|
|
2017
Q1 | $948K | Hold |
10,637
| – | – | 0.1% | 178 |
|
|
2016
Q4 | $885K | Hold |
10,637
| – | – | 0.1% | 178 |
|
|
2016
Q3 | $840K | Sell |
10,637
-100
| -0.9% | -$7.9K | 0.1% | 173 |
|
|
2016
Q2 | $815K | Sell |
10,737
-345
| -3% | -$26.2K | 0.1% | 172 |
|
|
2016
Q1 | $812K | Buy |
11,082
+1,055
| +11% | +$77.3K | 0.1% | 170 |
|
|
2015
Q4 | $707K | Sell |
10,027
-220
| -2% | -$15.5K | 0.09% | 175 |
|
|
2015
Q3 | $663K | Sell |
10,247
-250
| -2% | -$16.2K | 0.09% | 174 |
|
|
2015
Q2 | $846K | Hold |
10,497
| – | – | 0.11% | 163 |
|
|
2015
Q1 | $860K | Hold |
10,497
| – | – | 0.11% | 163 |
|
|
2014
Q4 | $866K | Sell |
10,497
-50
| -0.5% | -$4.13K | 0.11% | 161 |
|
|
2014
Q3 | $908K | Hold |
10,547
| – | – | 0.12% | 151 |
|
|
2014
Q2 | $923K | Sell |
10,547
-2,785
| -21% | -$244K | 0.12% | 150 |
|
|
2014
Q1 | $1.11M | Sell |
13,332
-40
| -0.3% | -$3.33K | 0.15% | 144 |
|
|
2013
Q4 | $1.09M | Sell |
13,372
-200
| -1% | -$16.3K | 0.15% | 138 |
|
|
2013
Q3 | $1M | Sell |
13,572
-100
| -0.7% | -$7.4K | 0.16% | 140 |
|
|
2013
Q2 | $917K | Buy |
+13,672
| New | +$917K | 0.15% | 135 |
|