Foguth Wealth Management’s iShares US Basic Materials ETF IYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,960
| Closed | -$269K | – | 156 |
|
|
2024
Q4 | $269K | Sell |
1,960
-408
| -17% | -$56K | 0.07% | 123 |
|
|
2024
Q3 | $350K | Sell |
2,368
-297
| -11% | -$43.9K | 0.13% | 90 |
|
|
2024
Q2 | $373K | Buy |
2,665
+139
| +6% | +$19.5K | 0.16% | 77 |
|
|
2024
Q1 | $373K | Buy |
+2,526
| New | +$373K | 0.2% | 86 |
|