Global Financial Private Client’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	–	Sell	-295	Closed	-$39.8K	–	903
2025 Q1	$39.8K	Hold	295	–	–	0.02%	357
2024 Q4	$38.3K	Hold	295	–	–	0.01%	349
2024 Q3	$44.3K	Hold	295	–	–	0.02%	327
2024 Q2	$41.3K	Hold	295	–	–	0.02%	315
2024 Q1	$43.6K	Hold	295	–	–	0.02%	316
2023 Q4	$40.8K	Hold	295	–	–	0.02%	315
2023 Q3	$36.7K	Hold	295	–	–	0.02%	313
2023 Q2	$39.5K	Hold	295	–	–	0.02%	310
2023 Q1	$39.3K	Hold	295	–	–	0.02%	301
2022 Q4	$36.8K	Hold	295	–	–	0.02%	301
2022 Q3	$33.1K	Hold	295	–	–	0.02%	305
2022 Q2	$34.8K	Hold	295	–	–	0.02%	295
2022 Q1	$44.5K	Hold	295	–	–	0.02%	275
2021 Q4	$41.4K	Hold	295	–	–	0.02%	282
2021 Q3	$37.3K	Hold	295	–	–	0.02%	266
2021 Q2	$38.7K	Hold	295	–	–	0.02%	269
2021 Q1	$37.5K	Hold	295	–	–	0.03%	234
2020 Q4	$33.5K	Hold	295	–	–	0.03%	227
2020 Q3	$28.7K	Hold	295	–	–	0.02%	232
2020 Q2	$26.3K	Hold	295	–	–	0.02%	273
2020 Q1	$19.5K	Hold	295	–	–	0.02%	310
2019 Q4	$28.9K	Buy	+295	New	+$27.7K	0.02%	308