FMWA
Forvis Mazars Wealth Advisors’s iShares US Basic Materials ETF IYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Sell |
3,878
-30
| -0.8% | -$4.2K | 0.01% | 272 |
|
|
2025
Q1 | $527K | Sell |
3,908
-440
| -10% | -$59.3K | 0.01% | 274 |
|
|
2024
Q4 | $565K | Sell |
4,348
-174
| -4% | -$22.6K | 0.01% | 293 |
|
|
2024
Q3 | $679K | Buy |
4,522
+174
| +4% | +$26.1K | 0.02% | 270 |
|
|
2024
Q2 | $609K | Sell |
4,348
-174
| -4% | -$24.4K | 0.02% | 263 |
|
|
2024
Q1 | $668K | Buy |
4,522
+91
| +2% | +$13.4K | 0.02% | 253 |
|
|
2023
Q4 | $612K | Hold |
4,431
| – | – | 0.02% | 251 |
|
|
2023
Q3 | $560K | Hold |
4,431
| – | – | 0.02% | 257 |
|
|
2023
Q2 | $590K | Sell |
4,431
-100
| -2% | -$13.3K | 0.02% | 269 |
|
|
2023
Q1 | $601K | Hold |
4,531
| – | – | 0.02% | 244 |
|
|
2022
Q4 | $565K | Sell |
4,531
-8
| -0.2% | -$998 | 0.02% | 246 |
|
|
2022
Q3 | $491K | Sell |
4,539
-10
| -0.2% | -$1.08K | 0.02% | 255 |
|
|
2022
Q2 | $536K | Sell |
4,549
-613
| -12% | -$72.2K | 0.02% | 240 |
|
|
2022
Q1 | $772K | Buy |
5,162
+2
| +0% | +$299 | 0.03% | 161 |
|
|
2021
Q4 | $724K | Buy |
5,160
+5
| +0.1% | +$702 | 0.03% | 156 |
|
|
2021
Q3 | $642K | Hold |
5,155
| – | – | 0.03% | 155 |
|
|
2021
Q2 | $672K | Sell |
5,155
-251
| -5% | -$32.7K | 0.03% | 152 |
|
|
2021
Q1 | $679K | Hold |
5,406
| – | – | 0.03% | 148 |
|
|
2020
Q4 | $613K | Sell |
5,406
-140
| -3% | -$15.9K | 0.03% | 194 |
|
|
2020
Q3 | $548K | Sell |
5,546
-498
| -8% | -$49.2K | 0.03% | 197 |
|
|
2020
Q2 | $539K | Buy |
6,044
+10
| +0.2% | +$892 | 0.03% | 188 |
|
|
2020
Q1 | $418K | Sell |
6,034
-247
| -4% | -$17.1K | 0.03% | 190 |
|
|
2019
Q4 | $615K | Sell |
6,281
-17
| -0.3% | -$1.67K | 0.04% | 166 |
|
|
2019
Q3 | $581K | Hold |
6,298
| – | – | 0.05% | 149 |
|
|
2019
Q2 | $598K | Sell |
6,298
-275
| -4% | -$26.1K | 0.05% | 144 |
|
|
2019
Q1 | $601K | Buy |
6,573
+5
| +0.1% | +$457 | 0.05% | 145 |
|
|
2018
Q4 | $551K | Sell |
6,568
-336
| -5% | -$28.2K | 0.06% | 129 |
|
|
2018
Q3 | $679K | Sell |
6,904
-86
| -1% | -$8.46K | 0.06% | 125 |
|
|
2018
Q2 | $692K | Hold |
6,990
| – | – | 0.07% | 118 |
|
|
2018
Q1 | $672K | Sell |
6,990
-26
| -0.4% | -$2.5K | 0.07% | 118 |
|
|
2017
Q4 | $717K | Buy |
7,016
+8
| +0.1% | +$818 | 0.07% | 113 |
|
|
2017
Q3 | $671K | Sell |
7,008
-240
| -3% | -$23K | 0.07% | 116 |
|
|
2017
Q2 | $648K | Hold |
7,248
| – | – | 0.07% | 115 |
|
|
2017
Q1 | $646K | Buy |
7,248
+13
| +0.2% | +$1.16K | 0.08% | 107 |
|
|
2016
Q4 | $602K | Buy |
7,235
+8
| +0.1% | +$666 | 0.08% | 105 |
|
|
2016
Q3 | $571K | Sell |
7,227
-477
| -6% | -$37.7K | 0.08% | 106 |
|
|
2016
Q2 | $585K | Sell |
7,704
-31
| -0.4% | -$2.35K | 0.09% | 102 |
|
|
2016
Q1 | $567K | Sell |
7,735
-232
| -3% | -$17K | 0.09% | 99 |
|
|
2015
Q4 | $562K | Sell |
7,967
-149
| -2% | -$10.5K | 0.08% | 103 |
|
|
2015
Q3 | $525K | Sell |
8,116
-376
| -4% | -$24.3K | 0.09% | 96 |
|
|
2015
Q2 | $684K | Sell |
8,492
-142
| -2% | -$11.4K | 0.1% | 89 |
|
|
2015
Q1 | $707K | Sell |
8,634
-699
| -7% | -$57.2K | 0.1% | 90 |
|
|
2014
Q4 | $770K | Sell |
9,333
-106
| -1% | -$8.75K | 0.13% | 82 |
|
|
2014
Q3 | $812K | Sell |
9,439
-382
| -4% | -$32.9K | 0.14% | 77 |
|
|
2014
Q2 | $860K | Sell |
9,821
-392
| -4% | -$34.3K | 0.15% | 75 |
|
|
2014
Q1 | $849K | Sell |
10,213
-194
| -2% | -$16.1K | 0.15% | 84 |
|
|
2013
Q4 | $847K | Sell |
10,407
-307
| -3% | -$25K | 0.16% | 84 |
|
|
2013
Q3 | $793K | Sell |
10,714
-457
| -4% | -$33.8K | 0.16% | 83 |
|
|
2013
Q2 | $749K | Buy |
+11,171
| New | +$749K | 0.59% | 49 |
|