LA
Legacy Advisors’s iShares US Basic Materials ETF IYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,156
| Closed | -$291K | – | 214 |
|
|
2025
Q1 | $291K | Buy |
2,156
+8
| +0.4% | +$1.08K | 0.03% | 333 |
|
|
2024
Q4 | $279K | Buy |
2,148
+10
| +0.5% | +$1.3K | 0.03% | 325 |
|
|
2024
Q3 | $321K | Buy |
2,138
+8
| +0.4% | +$1.2K | 0.03% | 290 |
|
|
2024
Q2 | $298K | Buy |
2,130
+8
| +0.4% | +$1.12K | 0.04% | 258 |
|
|
2024
Q1 | $314K | Buy |
2,122
+6
| +0.3% | +$886 | 0.04% | 248 |
|
|
2023
Q4 | $292K | Buy |
2,116
+24
| +1% | +$3.32K | 0.04% | 249 |
|
|
2023
Q3 | $266K | Hold |
2,092
| – | – | 0.04% | 245 |
|
|
2023
Q2 | $278K | Buy |
2,092
+8
| +0.4% | +$1.07K | 0.04% | 228 |
|
|
2023
Q1 | $276K | Buy |
2,084
+7
| +0.3% | +$928 | 0.05% | 207 |
|
|
2022
Q4 | $259K | Buy |
2,077
+25
| +1% | +$3.12K | 0.05% | 203 |
|
|
2022
Q3 | $223K | Hold |
2,052
| – | – | 0.05% | 204 |
|
|
2022
Q2 | $242K | Buy |
2,052
+14
| +0.7% | +$1.65K | 0.05% | 192 |
|
|
2022
Q1 | $305K | Buy |
2,038
+5
| +0.2% | +$748 | 0.06% | 163 |
|
|
2021
Q4 | $285K | Buy |
2,033
+19
| +0.9% | +$2.66K | 0.1% | 99 |
|
|
2021
Q3 | $251K | Hold |
2,014
| – | – | 0.1% | 104 |
|
|
2021
Q2 | $262K | Buy |
2,014
+14
| +0.7% | +$1.82K | 0.11% | 103 |
|
|
2021
Q1 | $251K | Hold |
2,000
| – | – | 0.11% | 100 |
|
|
2020
Q4 | $227K | Buy |
+2,000
| New | +$227K | 0.13% | 99 |
|
|
2019
Q3 | – | Sell |
-1,993
| Closed | -$189K | – | 219 |
|
|
2019
Q2 | $189K | Buy |
1,993
+11
| +0.6% | +$1.04K | 0.13% | 113 |
|
|
2019
Q1 | $181K | Buy |
+1,982
| New | +$181K | 0.06% | 118 |
|
|
2018
Q4 | – | Sell |
-1,959
| Closed | -$193K | – | 250 |
|
|
2018
Q3 | $193K | Buy |
1,959
+9
| +0.5% | +$887 | 0.1% | 137 |
|
|
2018
Q2 | $194K | Hold |
1,950
| – | – | 0.14% | 90 |
|
|
2018
Q1 | $193K | Buy |
+1,950
| New | +$193K | 0.14% | 81 |
|