Jones Financial Companies’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
$347K Sell
2,491
-742
-23% -$103K ﹤0.01% 1430
2025
Q1
$433K Buy
3,233
+1,135
+54% +$152K ﹤0.01% 1191
2024
Q4
$273K Buy
2,098
+1,177
+128% +$153K ﹤0.01% 1216
2024
Q3
$139K Buy
921
+472
+105% +$71.3K ﹤0.01% 1276
2024
Q2
$62.9K Buy
+449
New +$62.9K ﹤0.01% 1173