GW & Wade’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.24M | Sell |
16,230
-337
| -2% | -$46.6K | 0.07% | 162 |
|
|
2023
Q3 | $2.09M | Sell |
16,567
-3,582
| -18% | -$453K | 0.08% | 155 |
|
|
2023
Q2 | $2.68M | Buy |
20,149
+1,528
| +8% | +$203K | 0.1% | 135 |
|
|
2023
Q1 | $2.47M | Sell |
18,621
-635
| -3% | -$84.2K | 0.09% | 135 |
|
|
2022
Q4 | $2.4M | Sell |
19,256
-1,241
| -6% | -$155K | 0.1% | 132 |
|
|
2022
Q3 | $2.22M | Sell |
20,497
-4,285
| -17% | -$463K | 0.11% | 128 |
|
|
2022
Q2 | $2.92M | Buy |
24,782
+11,685
| +89% | +$1.38M | 0.13% | 113 |
|
|
2022
Q1 | $1.96M | Buy |
13,097
+2,272
| +21% | +$340K | 0.08% | 137 |
|
|
2021
Q4 | $1.52M | Buy |
10,825
+8,289
| +327% | +$1.16M | 0.07% | 158 |
|
|
2021
Q3 | $316K | Buy |
2,536
+143
| +6% | +$17.8K | 0.02% | 299 |
|
|
2021
Q2 | $312K | Buy |
+2,393
| New | +$312K | 0.02% | 303 |
|