Global Retirement Partners’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
2024 Q2	–	Sell	-50	Closed	-$7.39K	–	3596
2024 Q1	$7.39K	Hold	50	–	–	﹤0.01%	2248
2023 Q4	$6.62K	Hold	50	–	–	﹤0.01%	2217
2023 Q3	$6.24K	Hold	50	–	–	﹤0.01%	2110
2023 Q2	$6.65K	Hold	50	–	–	﹤0.01%	2103
2023 Q1	$6.43K	Hold	50	–	–	﹤0.01%	2083
2022 Q4	$6.24K	Hold	50	–	–	﹤0.01%	1951
2022 Q3	$6K	Hold	50	–	–	﹤0.01%	1867
2022 Q2	$6K	Hold	50	–	–	﹤0.01%	1826
2022 Q1	$7K	Buy	+50	New	+$6.91K	﹤0.01%	1772
2021 Q1	–	Sell	-6,169	Closed	-$700K	–	1832
2020 Q4	$700K	Buy	+6,169	New	+$657K	0.09%	194
2019 Q3	–	Sell	-228	Closed	-$22K	–	1641
2019 Q2	$22K	Hold	228	–	–	﹤0.01%	859
2019 Q1	$21K	Hold	228	–	–	0.01%	807
2018 Q4	$19K	Buy	+228	New	+$20.4K	﹤0.01%	761
2018 Q1	–	Sell	-8,212	Closed	-$839K	–	1515
2017 Q4	$839K	Buy	+8,212	New	+$815K	0.23%	87