EP Wealth Advisors’s iShares US Basic Materials ETF IYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177K | Sell |
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|
2025
Q1 | $234K | Sell |
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|
2024
Q4 | $275K | Buy |
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|
2024
Q3 | $191K | Buy |
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|
2024
Q2 | $162K | Buy |
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|
2024
Q1 | $169K | Sell |
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|
2023
Q4 | $225K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $105K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $111K | Hold |
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|
2022
Q1 | $141K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $101K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $203K | Sell |
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|
2019
Q2 | $221K | Buy |
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