IFG Advisory’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	-3,101	Closed	-$418K	–	742
2025 Q1	$418K	Buy	3,101 +9	+0.3%	+$1.23K	0.02%	472
2024 Q4	$402K	Buy	+3,092	New	+$447K	0.02%	461
2024 Q3	–	Sell	-3,082	Closed	-$432K	–	514
2024 Q2	$432K	Buy	+3,082	New	+$443K	0.03%	426
2024 Q1	–	Sell	-3,076	Closed	-$425K	–	481
2023 Q4	$425K	Buy	3,076 +40	+1%	+$5.13K	0.03%	394
2023 Q3	$384K	Buy	+3,036	New	+$401K	0.03%	394
2023 Q2	–	Sell	-3,852	Closed	-$511K	–	417
2023 Q1	$511K	Buy	+3,852	New	+$512K	0.05%	318
2022 Q3	–	Sell	-2,217	Closed	-$261K	–	529
2022 Q2	$261K	Buy	2,217 +10	+0.5%	+$1.38K	0.03%	398
2022 Q1	$330K	Buy	2,207 +122	+6%	+$16.9K	0.03%	378
2021 Q4	$292K	Buy	2,085 +178	+9%	+$24K	0.03%	407
2021 Q3	$237K	Buy	1,907 +206	+12%	+$26.9K	0.03%	434
2021 Q2	$221K	Buy	+1,701	New	+$227K	0.02%	440