Focus Partners Wealth’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
Q2 | $1.77M | Sell |
12,631
-262
| -2% | -$36.7K | ﹤0.01% | 933 |
|
|
2025
Q1 | $1.74M | Sell |
12,893
-3,787
| -23% | -$510K | ﹤0.01% | 877 |
|
|
2024
Q4 | $2.17M | Buy |
+16,680
| New | +$2.17M | 0.01% | 803 |
|
|
2024
Q3 | – | Sell |
-15,288
| Closed | -$2.2M | – | 1629 |
|
|
2024
Q2 | $2.2M | Buy |
15,288
+5
| +0% | +$718 | 0.01% | 633 |
|
|
2024
Q1 | $2.15M | Buy |
+15,283
| New | +$2.15M | 0.02% | 466 |
|