Focused Wealth Management’s iShares US Basic Materials ETF IYM Stock Holding History

Focused Wealth Management’s Portfolio IYM Stock Details IYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-544	Closed	-$75.2K	–	578
2023 Q4	$75.2K	Hold	544	–	–	0.01%	256
2023 Q3	$68.7K	Hold	544	–	–	0.01%	251
2023 Q2	$72.4K	Hold	544	–	–	0.01%	253
2023 Q1	$72.1K	Hold	544	–	–	0.01%	250
2022 Q4	$67.9K	Hold	544	–	–	0.01%	265
2022 Q3	$59K	Hold	544	–	–	0.01%	255
2022 Q2	$64K	Hold	544	–	–	0.01%	257
2022 Q1	$81K	Hold	544	–	–	0.01%	242
2021 Q4	$76K	Hold	544	–	–	0.01%	321
2021 Q3	$68K	Hold	544	–	–	0.01%	348
2021 Q2	$71K	Sell	544 -21	-4%	-$2.81K	0.01%	333
2021 Q1	$71K	Hold	565	–	–	0.01%	330
2020 Q4	$64K	Hold	565	–	–	0.01%	323
2020 Q3	$56K	Hold	565	–	–	0.01%	307
2020 Q2	$50K	Hold	565	–	–	0.01%	306
2020 Q1	$39K	Hold	565	–	–	0.01%	311
2019 Q4	$55K	Hold	565	–	–	0.01%	307
2019 Q3	$52K	Hold	565	–	–	0.01%	301
2019 Q2	$54K	Sell	565 -1	-0.2%	-$92	0.01%	314
2019 Q1	$52K	Buy	566 +2	+0.4%	+$180	0.02%	290
2018 Q4	$47K	Buy	564 +4	+0.7%	+$358	0.02%	304
2018 Q3	$55K	Buy	560 +3	+0.5%	+$302	0.02%	287
2018 Q2	$55K	Hold	557	–	–	0.02%	269
2018 Q1	$54K	Buy	557 +1	+0.2%	+$103	0.02%	293
2017 Q4	$57K	Sell	556 -509	-48%	-$50.5K	0.02%	286
2017 Q3	$102K	Buy	1,065 +516	+94%	+$47.7K	0.03%	159
2017 Q2	$49K	Hold	549	–	–	0.02%	283
2017 Q1	$49K	Buy	549 +2	+0.4%	+$175	0.02%	281
2016 Q4	$46K	Buy	547 +2	+0.4%	+$162	0.02%	280
2016 Q3	$43K	Buy	545 +2	+0.4%	+$159	0.02%	291
2016 Q2	$41K	Sell	543 -25	-4%	-$1.91K	0.02%	281
2016 Q1	$42K	Sell	568 -442	-44%	-$29.7K	0.02%	211
2015 Q4	$71K	Sell	1,010 -117	-10%	-$8.43K	0.04%	176
2015 Q3	$73K	Buy	1,127 +1	+0.1%	+$73	0.05%	170
2015 Q2	$91K	Buy	1,126 +3	+0.3%	+$252	0.06%	146
2015 Q1	$92K	Sell	1,123 -48	-4%	-$3.98K	0.06%	145
2014 Q4	$97K	Buy	1,171 +5	+0.4%	+$416	0.07%	134
2014 Q3	$100K	Buy	1,166 +3	+0.3%	+$263	0.08%	134
2014 Q2	$102K	Buy	1,163 +2	+0.2%	+$170	0.08%	130
2014 Q1	$97K	Buy	1,161 +93	+9%	+$7.53K	0.08%	126
2013 Q4	$87K	Sell	1,068 -520	-33%	-$40.3K	0.07%	137
2013 Q3	$117K	Buy	+1,588	New	+$114K	0.11%	111