IFG Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,101
| Closed | -$418K | – | 741 |
|
|
2025
Q1 | $418K | Buy |
3,101
+9
| +0.3% | +$1.21K | 0.02% | 471 |
|
|
2024
Q4 | $402K | Buy |
+3,092
| New | +$402K | 0.02% | 461 |
|
|
2024
Q3 | – | Sell |
-3,082
| Closed | -$432K | – | 514 |
|
|
2024
Q2 | $432K | Buy |
+3,082
| New | +$432K | 0.03% | 425 |
|
|
2024
Q1 | – | Sell |
-3,076
| Closed | -$425K | – | 481 |
|
|
2023
Q4 | $425K | Buy |
3,076
+40
| +1% | +$5.53K | 0.03% | 393 |
|
|
2023
Q3 | $384K | Buy |
+3,036
| New | +$384K | 0.03% | 393 |
|
|
2023
Q2 | – | Sell |
-3,852
| Closed | -$511K | – | 417 |
|
|
2023
Q1 | $511K | Buy |
+3,852
| New | +$511K | 0.05% | 318 |
|
|
2022
Q3 | – | Sell |
-2,217
| Closed | -$261K | – | 528 |
|
|
2022
Q2 | $261K | Buy |
2,217
+10
| +0.5% | +$1.18K | 0.03% | 398 |
|
|
2022
Q1 | $330K | Buy |
2,207
+122
| +6% | +$18.2K | 0.03% | 378 |
|
|
2021
Q4 | $292K | Buy |
2,085
+178
| +9% | +$24.9K | 0.03% | 406 |
|
|
2021
Q3 | $237K | Buy |
1,907
+206
| +12% | +$25.6K | 0.03% | 433 |
|
|
2021
Q2 | $221K | Buy |
+1,701
| New | +$221K | 0.02% | 439 |
|