Fairfield Financial Advisors’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
Q1 | – | Sell |
-325
| Closed | -$42.3K | – | 131 |
|
|
2024
Q4 | $42.3K | Buy |
325
+1
| +0.3% | +$130 | 0.01% | 130 |
|
|
2024
Q3 | $48.6K | Buy |
324
+2
| +0.6% | +$300 | 0.02% | 142 |
|
|
2024
Q2 | $45.1K | Buy |
+322
| New | +$45.1K | 0.01% | 134 |
|
|
2023
Q4 | $44.3K | Buy |
320
+126
| +65% | +$17.4K | 0.02% | 160 |
|
|
2023
Q3 | $24.4K | Buy |
194
+10
| +5% | +$1.26K | 0.01% | 173 |
|
|
2023
Q2 | $24.4K | Buy |
184
+1
| +0.5% | +$133 | 0.01% | 178 |
|
|
2023
Q1 | $23.9K | Buy |
183
+1
| +0.5% | +$131 | 0.01% | 183 |
|
|
2022
Q4 | $22.7K | Buy |
182
+2
| +1% | +$250 | 0.01% | 165 |
|
|
2022
Q3 | $19.5K | Buy |
+180
| New | +$19.5K | 0.01% | 174 |
|