HA
HFG Advisors’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 | $383K | Hold |
2,736
| – | – | 0.3% | 61 |
|
|
2025
Q1 | $369K | Hold |
2,736
| – | – | 0.32% | 55 |
|
|
2024
Q4 | $355K | Sell |
2,736
-70
| -2% | -$9.1K | 0.31% | 57 |
|
|
2024
Q3 | $421K | Hold |
2,806
| – | – | 0.37% | 53 |
|
|
2024
Q2 | $393K | Sell |
2,806
-157
| -5% | -$22K | 0.37% | 52 |
|
|
2024
Q1 | $438K | Sell |
2,963
-336
| -10% | -$49.6K | 0.39% | 55 |
|
|
2023
Q4 | $456K | Hold |
3,299
| – | – | 0.44% | 51 |
|
|
2023
Q3 | $417K | Hold |
3,299
| – | – | 0.46% | 52 |
|
|
2023
Q2 | $439K | Hold |
3,299
| – | – | 0.46% | 51 |
|
|
2023
Q1 | $437K | Hold |
3,299
| – | – | 0.5% | 48 |
|
|
2022
Q4 | $412K | Sell |
3,299
-200
| -6% | -$25K | 0.48% | 46 |
|
|
2022
Q3 | $378K | Sell |
3,499
-446
| -11% | -$48.2K | 0.52% | 45 |
|
|
2022
Q2 | $464K | Buy |
3,945
+335
| +9% | +$39.4K | 0.63% | 42 |
|
|
2022
Q1 | $540K | Buy |
3,610
+1,346
| +59% | +$201K | 0.62% | 39 |
|
|
2021
Q4 | $317K | Buy |
+2,264
| New | +$317K | 0.36% | 58 |
|