Forvis Mazars Wealth Advisors’s iShares US Basic Materials ETF IYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Sell |
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|
2025
Q1 | $527K | Sell |
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|
2024
Q4 | $565K | Sell |
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|
2024
Q3 | $679K | Buy |
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|
2024
Q2 | $609K | Sell |
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|
2024
Q1 | $668K | Buy |
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|
2023
Q4 | $612K | Hold |
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|
2023
Q3 | $560K | Hold |
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|
2023
Q2 | $590K | Sell |
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|
2023
Q1 | $601K | Hold |
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|
2022
Q4 | $565K | Sell |
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|
2022
Q3 | $491K | Sell |
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|
2022
Q2 | $536K | Sell |
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|
2022
Q1 | $772K | Buy |
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|
2021
Q4 | $724K | Buy |
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|
2021
Q3 | $642K | Hold |
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|
2021
Q2 | $672K | Sell |
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|
2021
Q1 | $679K | Hold |
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|
2020
Q4 | $613K | Sell |
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|
2020
Q3 | $548K | Sell |
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|
2020
Q2 | $539K | Buy |
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|
2020
Q1 | $418K | Sell |
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|
2019
Q4 | $615K | Sell |
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|
2019
Q3 | $581K | Hold |
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|
2019
Q2 | $598K | Sell |
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|
2019
Q1 | $601K | Buy |
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|
2018
Q4 | $551K | Sell |
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|
2018
Q3 | $679K | Sell |
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|
2018
Q2 | $692K | Hold |
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|
2018
Q1 | $672K | Sell |
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|
2017
Q4 | $717K | Buy |
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|
2017
Q3 | $671K | Sell |
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|
2017
Q2 | $648K | Hold |
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|
2017
Q1 | $646K | Buy |
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|
2016
Q4 | $602K | Buy |
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|
2016
Q3 | $571K | Sell |
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|
2016
Q2 | $585K | Sell |
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|
2016
Q1 | $567K | Sell |
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|
2015
Q4 | $562K | Sell |
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|
2015
Q3 | $525K | Sell |
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|
2015
Q2 | $684K | Sell |
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|
2015
Q1 | $707K | Sell |
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|
2014
Q4 | $770K | Sell |
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|
2014
Q3 | $812K | Sell |
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|
2014
Q2 | $860K | Sell |
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|
2014
Q1 | $849K | Sell |
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|
2013
Q4 | $847K | Sell |
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|
2013
Q3 | $793K | Sell |
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|
2013
Q2 | $749K | Buy |
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