Independent Advisor Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,425
| Closed | -$577K | – | 655 |
|
|
2021
Q2 | $577K | Buy |
4,425
+25
| +0.6% | +$3.26K | 0.03% | 358 |
|
|
2021
Q1 | $553K | Buy |
4,400
+1,900
| +76% | +$239K | 0.03% | 348 |
|
|
2020
Q4 | $284K | Hold |
2,500
| – | – | 0.02% | 440 |
|
|
2020
Q3 | $252K | Hold |
2,500
| – | – | 0.02% | 417 |
|
|
2020
Q2 | $241K | Buy |
+2,500
| New | +$241K | 0.03% | 399 |
|
|
2017
Q2 | – | Sell |
-8,985
| Closed | -$799K | – | 325 |
|
|
2017
Q1 | $799K | Buy |
+8,985
| New | +$799K | 0.13% | 185 |
|