Laurel Wealth Advisors (North Carolina)’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 | $140K | Buy |
19,602
+19,462
| +13,901% | +$139K | ﹤0.01% | 470 |
|
|
2025
Q1 | $18.9K | Hold |
140
| – | – | ﹤0.01% | 417 |
|
|
2024
Q4 | $18.2K | Buy |
140
+40
| +40% | +$5.2K | ﹤0.01% | 427 |
|
|
2024
Q3 | $15K | Hold |
100
| – | – | ﹤0.01% | 428 |
|
|
2024
Q2 | $14K | Hold |
100
| – | – | ﹤0.01% | 405 |
|
|
2024
Q1 | $14.8K | Sell |
100
-72
| -42% | -$10.6K | ﹤0.01% | 405 |
|
|
2023
Q4 | $23.7K | Sell |
172
-200
| -54% | -$27.6K | ﹤0.01% | 347 |
|
|
2023
Q3 | $46.9K | Hold |
372
| – | – | 0.01% | 279 |
|
|
2023
Q2 | $49.4K | Buy |
372
+1
| +0.3% | +$133 | 0.01% | 282 |
|
|
2023
Q1 | $49.1K | Buy |
371
+200
| +117% | +$26.5K | 0.01% | 283 |
|
|
2022
Q4 | $21.3K | Buy |
171
+1
| +0.6% | +$124 | ﹤0.01% | 329 |
|
|
2022
Q3 | $18K | Hold |
170
| – | – | ﹤0.01% | 342 |
|
|
2022
Q2 | $20K | Buy |
170
+1
| +0.6% | +$118 | ﹤0.01% | 332 |
|
|
2022
Q1 | $25K | Hold |
169
| – | – | 0.01% | 323 |
|
|
2021
Q4 | $24K | Hold |
169
| – | – | ﹤0.01% | 326 |
|
|
2021
Q3 | $21K | Buy |
169
+69
| +69% | +$8.57K | ﹤0.01% | 337 |
|
|
2021
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 430 |
|
|
2021
Q1 | $13K | Hold |
100
| – | – | ﹤0.01% | 393 |
|
|
2020
Q4 | $11K | Hold |
100
| – | – | ﹤0.01% | 406 |
|
|
2020
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 386 |
|
|
2020
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 385 |
|
|
2020
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 388 |
|
|
2019
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 396 |
|
|
2019
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 392 |
|
|
2019
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 379 |
|
|
2019
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 380 |
|
|
2018
Q4 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 375 |
|