IFP Advisors’s iShares US Basic Materials ETF IYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.2K | Hold |
673
| – | – | ﹤0.01% | 1673 |
|
|
2025
Q1 | $90.7K | Hold |
673
| – | – | ﹤0.01% | 1581 |
|
|
2024
Q4 | $87.4K | Buy |
673
+400
| +147% | +$52K | ﹤0.01% | 1537 |
|
|
2024
Q3 | $41K | Hold |
273
| – | – | ﹤0.01% | 1823 |
|
|
2024
Q2 | $38.2K | Hold |
273
| – | – | ﹤0.01% | 1787 |
|
|
2024
Q1 | $40.3K | Hold |
273
| – | – | ﹤0.01% | 1675 |
|
|
2023
Q4 | $37.7K | Hold |
273
| – | – | ﹤0.01% | 1653 |
|
|
2023
Q3 | $34.5K | Hold |
273
| – | – | ﹤0.01% | 1712 |
|
|
2023
Q2 | $36.3K | Sell |
273
-254
| -48% | -$33.8K | ﹤0.01% | 1744 |
|
|
2023
Q1 | $43.2K | Sell |
527
-4,497
| -90% | -$369K | ﹤0.01% | 1650 |
|
|
2022
Q4 | $413K | Sell |
5,024
-1,386
| -22% | -$114K | 0.01% | 984 |
|
|
2022
Q3 | $535K | Sell |
6,410
-38
| -0.6% | -$3.17K | 0.01% | 904 |
|
|
2022
Q2 | $538K | Hold |
6,448
| – | – | 0.02% | 817 |
|
|
2022
Q1 | $538K | Buy |
6,448
+5,754
| +829% | +$480K | 0.02% | 817 |
|
|
2021
Q4 | $98K | Sell |
694
-24,224
| -97% | -$3.42M | ﹤0.01% | 1256 |
|
|
2021
Q3 | $3.1M | Buy |
24,918
+24,145
| +3,124% | +$3M | 0.06% | 181 |
|
|
2021
Q2 | $102K | Sell |
773
-332
| -30% | -$43.8K | ﹤0.01% | 1233 |
|
|
2021
Q1 | $139K | Sell |
1,105
-21,400
| -95% | -$2.69M | ﹤0.01% | 1006 |
|
|
2020
Q4 | $2.54M | Buy |
22,505
+21,820
| +3,185% | +$2.47M | 0.1% | 174 |
|
|
2020
Q3 | $67K | Sell |
685
-17
| -2% | -$1.66K | ﹤0.01% | 1173 |
|
|
2020
Q2 | $63K | Sell |
702
-117
| -14% | -$10.5K | 0.01% | 1112 |
|
|
2020
Q1 | $55K | Hold |
819
| – | – | 0.01% | 1075 |
|
|
2019
Q4 | $82K | Sell |
819
-3
| -0.4% | -$300 | 0.01% | 1047 |
|
|
2019
Q3 | $77K | Buy |
+822
| New | +$77K | 0.01% | 1182 |
|
|
2019
Q1 | $14K | Sell |
153
-709
| -82% | -$64.9K | ﹤0.01% | 1467 |
|
|
2018
Q4 | $72K | Sell |
862
-104
| -11% | -$8.69K | ﹤0.01% | 1375 |
|
|
2018
Q3 | $95K | Sell |
966
-621
| -39% | -$61.1K | ﹤0.01% | 1496 |
|
|
2018
Q2 | $157K | Sell |
1,587
-16,657
| -91% | -$1.65M | 0.01% | 1199 |
|
|
2018
Q1 | $1.87M | Hold |
18,244
| – | – | 0.08% | 245 |
|
|
2017
Q4 | $1.87M | Buy |
18,244
+6,236
| +52% | +$637K | 0.08% | 245 |
|
|
2017
Q3 | $1.15M | Sell |
12,008
-8,574
| -42% | -$821K | 0.05% | 403 |
|
|
2017
Q2 | $1.84M | Buy |
20,582
+17,120
| +495% | +$1.53M | 0.08% | 286 |
|
|
2017
Q1 | $309K | Sell |
3,462
-15,872
| -82% | -$1.42M | 0.01% | 884 |
|
|
2016
Q4 | $1.61M | Buy |
19,334
+17,194
| +803% | +$1.43M | 0.08% | 279 |
|
|
2016
Q3 | $169K | Sell |
2,140
-48
| -2% | -$3.79K | 0.01% | 1081 |
|
|
2016
Q2 | $166K | Buy |
2,188
+2,035
| +1,330% | +$154K | 0.01% | 1072 |
|
|
2016
Q1 | $14K | Sell |
153
-1,689
| -92% | -$155K | ﹤0.01% | 1467 |
|
|
2015
Q4 | $130K | Buy |
+1,842
| New | +$130K | 0.01% | 1025 |
|