IWM
IHT Wealth Management’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 | – | Sell |
-2,028
| Closed | -$273K | – | 1173 |
|
|
2025
Q1 | $273K | Buy |
+2,028
| New | +$273K | 0.01% | 899 |
|
|
2023
Q1 | – | Sell |
-1,625
| Closed | -$203K | – | 976 |
|
|
2022
Q4 | $203K | Buy |
+1,625
| New | +$203K | 0.01% | 813 |
|
|
2022
Q3 | – | Sell |
-2,026
| Closed | -$239K | – | 892 |
|
|
2022
Q2 | $239K | Buy |
2,026
+110
| +6% | +$13K | 0.02% | 603 |
|
|
2022
Q1 | $287K | Sell |
1,916
-1,510
| -44% | -$226K | 0.02% | 583 |
|
|
2021
Q4 | $480K | Sell |
3,426
-141
| -4% | -$19.8K | 0.04% | 450 |
|
|
2021
Q3 | $444K | Sell |
3,567
-12,881
| -78% | -$1.6M | 0.04% | 462 |
|
|
2021
Q2 | $2.14M | Buy |
16,448
+12,844
| +356% | +$1.67M | 0.14% | 156 |
|
|
2021
Q1 | $453K | Buy |
3,604
+8
| +0.2% | +$1.01K | 0.03% | 490 |
|
|
2020
Q4 | $408K | Buy |
3,596
+478
| +15% | +$54.2K | 0.03% | 474 |
|
|
2020
Q3 | $308K | Buy |
3,118
+168
| +6% | +$16.6K | 0.03% | 472 |
|
|
2020
Q2 | $263K | Sell |
2,950
-62
| -2% | -$5.53K | 0.04% | 444 |
|
|
2020
Q1 | $209K | Sell |
3,012
-1,933
| -39% | -$134K | 0.03% | 473 |
|
|
2019
Q4 | $484K | Sell |
4,945
-64
| -1% | -$6.26K | 0.06% | 334 |
|
|
2019
Q3 | $462K | Buy |
5,009
+238
| +5% | +$22K | 0.06% | 330 |
|
|
2019
Q2 | $453K | Buy |
4,771
+299
| +7% | +$28.4K | 0.07% | 306 |
|
|
2019
Q1 | $409K | Sell |
4,472
-174
| -4% | -$15.9K | 0.07% | 300 |
|
|
2018
Q4 | $390K | Sell |
4,646
-3,587
| -44% | -$301K | 0.08% | 285 |
|
|
2018
Q3 | $810K | Buy |
8,233
+218
| +3% | +$21.4K | 0.18% | 148 |
|
|
2018
Q2 | $794K | Sell |
8,015
-26
| -0.3% | -$2.58K | 0.2% | 137 |
|
|
2018
Q1 | $756K | Sell |
8,041
-11,912
| -60% | -$1.12M | 0.2% | 133 |
|
|
2017
Q4 | $2.12M | Buy |
19,953
+13,395
| +204% | +$1.42M | 0.56% | 28 |
|
|
2017
Q3 | $640K | Buy |
6,558
+3,508
| +115% | +$342K | 0.27% | 95 |
|
|
2017
Q2 | $18 | Buy |
3,050
+1,363
| +81% | +$8 | 0.01% | 811 |
|
|
2017
Q1 | $65K | Buy |
1,687
+308
| +22% | +$11.9K | 0.04% | 364 |
|
|
2016
Q4 | $115K | Buy |
+1,379
| New | +$115K | 0.09% | 250 |
|