Laurel Wealth Advisors (North Carolina)’s iShares US Basic Materials ETF IYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Buy |
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|
2025
Q1 | $18.9K | Hold |
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|
2024
Q4 | $18.2K | Buy |
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|
2024
Q3 | $15K | Hold |
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|
2024
Q2 | $14K | Hold |
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|
2024
Q1 | $14.8K | Sell |
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|
2023
Q4 | $23.7K | Sell |
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|
2023
Q3 | $46.9K | Hold |
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|
2023
Q2 | $49.4K | Buy |
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|
2023
Q1 | $49.1K | Buy |
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|
2022
Q4 | $21.3K | Buy |
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|
2022
Q3 | $18K | Hold |
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|
2022
Q2 | $20K | Buy |
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|
2022
Q1 | $25K | Hold |
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|
2021
Q4 | $24K | Hold |
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|
2021
Q3 | $21K | Buy |
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|
2021
Q2 | $13K | Hold |
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|
2021
Q1 | $13K | Hold |
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|
2020
Q4 | $11K | Hold |
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|
2020
Q3 | $10K | Hold |
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|
2020
Q2 | $9K | Hold |
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|
2020
Q1 | $7K | Hold |
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|
2019
Q4 | $10K | Hold |
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|
2019
Q3 | $9K | Hold |
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|
2019
Q2 | $10K | Hold |
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|
2019
Q1 | $9K | Hold |
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|
2018
Q4 | $8K | Buy |
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