Glass Jacobson Investment Advisors’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 | $156K | Sell |
1,114
-435
| -28% | -$60.9K | 0.06% | 193 |
|
|
2025
Q1 | $201K | Hold |
1,549
| – | – | 0.07% | 232 |
|
|
2024
Q4 | $201K | Hold |
1,549
| – | – | 0.07% | 232 |
|
|
2024
Q3 | $233K | Buy |
1,549
+13
| +0.8% | +$1.95K | 0.08% | 217 |
|
|
2024
Q2 | $215K | Buy |
1,536
+33
| +2% | +$4.62K | 0.08% | 205 |
|
|
2024
Q1 | $222K | Buy |
1,503
+23
| +2% | +$3.4K | 0.08% | 203 |
|
|
2023
Q4 | $204K | Buy |
1,480
+780
| +111% | +$108K | 0.08% | 200 |
|
|
2023
Q3 | $88.4K | Hold |
700
| – | – | 0.04% | 270 |
|
|
2023
Q2 | $93.1K | Buy |
+700
| New | +$93.1K | 0.04% | 267 |
|
|
2022
Q4 | $87.3K | Buy |
+700
| New | +$87.3K | 0.04% | 280 |
|