KKM Financial’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
2024
Q4
Sell
-2,544
Closed -$382K 156
2024
Q3
$382K Sell
2,544
-7,185
-74% -$1.08M 0.19% 99
2024
Q2
$1.35M Buy
9,729
+1,932
+25% +$269K 0.64% 58
2024
Q1
$1.15M Sell
7,797
-4,101
-34% -$606K 0.56% 60
2023
Q4
$1.64M Buy
+11,898
New +$1.64M 1.03% 44