EP Wealth Advisors’s iShares US Basic Materials ETF IYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177K | Sell |
1,264
-475
| -27% | -$66.5K | ﹤0.01% | 1285 |
|
|
2025
Q1 | $234K | Sell |
1,739
-379
| -18% | -$51.1K | ﹤0.01% | 1051 |
|
|
2024
Q4 | $275K | Buy |
2,118
+849
| +67% | +$110K | ﹤0.01% | 911 |
|
|
2024
Q3 | $191K | Buy |
1,269
+112
| +10% | +$16.8K | ﹤0.01% | 1056 |
|
|
2024
Q2 | $162K | Buy |
1,157
+12
| +1% | +$1.68K | ﹤0.01% | 784 |
|
|
2024
Q1 | $169K | Sell |
1,145
-487
| -30% | -$71.9K | ﹤0.01% | 756 |
|
|
2023
Q4 | $225K | Buy |
+1,632
| New | +$225K | ﹤0.01% | 689 |
|
|
2023
Q1 | – | Sell |
-840
| Closed | -$105K | – | 669 |
|
|
2022
Q4 | $105K | Buy |
+840
| New | +$105K | ﹤0.01% | 599 |
|
|
2022
Q3 | – | Sell |
-940
| Closed | -$111K | – | 486 |
|
|
2022
Q2 | $111K | Hold |
940
| – | – | ﹤0.01% | 632 |
|
|
2022
Q1 | $141K | Buy |
+940
| New | +$141K | ﹤0.01% | 608 |
|
|
2021
Q1 | – | Sell |
-890
| Closed | -$101K | – | 504 |
|
|
2020
Q4 | $101K | Buy |
+890
| New | +$101K | ﹤0.01% | 454 |
|
|
2019
Q4 | – | Sell |
-2,205
| Closed | -$203K | – | 425 |
|
|
2019
Q3 | $203K | Sell |
2,205
-120
| -5% | -$11K | 0.01% | 343 |
|
|
2019
Q2 | $221K | Buy |
+2,325
| New | +$221K | 0.01% | 280 |
|