Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $237K | Sell |
1,579
-67
| -4% | -$10.1K | 0.14% | 97 |
|
|
2024
Q2 | $230K | Sell |
1,646
-163
| -9% | -$22.8K | 0.15% | 98 |
|
|
2024
Q1 | $267K | Sell |
1,809
-107
| -6% | -$15.8K | 0.17% | 92 |
|
|
2023
Q4 | $265K | Sell |
1,916
-1,470
| -43% | -$203K | 0.18% | 88 |
|
|
2023
Q3 | $428K | Sell |
3,386
-224
| -6% | -$28.3K | 0.32% | 65 |
|
|
2023
Q2 | $480K | Sell |
3,610
-1,672
| -32% | -$222K | 0.32% | 63 |
|
|
2023
Q1 | $700K | Buy |
5,282
+3,765
| +248% | +$499K | 0.51% | 46 |
|
|
2022
Q4 | $189K | Buy |
+1,517
| New | +$189K | 0.16% | 95 |
|