GWANC
Guardian Wealth Advisors (North Carolina)’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 | $2.8K | Hold |
20
| – | – | ﹤0.01% | 521 |
|
|
2025
Q1 | $2.7K | Hold |
20
| – | – | ﹤0.01% | 498 |
|
|
2024
Q4 | $2.6K | Hold |
20
| – | – | ﹤0.01% | 482 |
|
|
2024
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 420 |
|
|
2024
Q2 | $2.8K | Sell |
20
-287
| -93% | -$40.2K | ﹤0.01% | 405 |
|
|
2024
Q1 | $45.4K | Sell |
307
-93
| -23% | -$13.7K | 0.01% | 324 |
|
|
2023
Q4 | $55.3K | Sell |
400
-167
| -29% | -$23.1K | 0.01% | 295 |
|
|
2023
Q3 | $72.1K | Sell |
567
-90
| -14% | -$11.4K | 0.01% | 273 |
|
|
2023
Q2 | $87.4K | Hold |
657
| – | – | 0.02% | 253 |
|
|
2023
Q1 | $87.1K | Hold |
657
| – | – | 0.02% | 240 |
|
|
2022
Q4 | $82K | Hold |
657
| – | – | 0.02% | 230 |
|
|
2022
Q3 | $71K | Sell |
657
-10
| -1% | -$1.08K | 0.01% | 223 |
|
|
2022
Q2 | $79K | Buy |
667
+35
| +6% | +$4.15K | 0.01% | 214 |
|
|
2022
Q1 | $95K | Sell |
632
-45
| -7% | -$6.76K | 0.04% | 174 |
|
|
2021
Q4 | $95K | Buy |
+677
| New | +$95K | 0.04% | 160 |
|