MAI Capital Management’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
$256K Sell
1,826
-142
-7% -$19.9K ﹤0.01% 1027
2025
Q1
$265K Sell
1,968
-194
-9% -$26.1K ﹤0.01% 978
2024
Q4
$281K Sell
2,162
-7
-0.3% -$910 ﹤0.01% 969
2024
Q3
$326K Buy
2,169
+1
+0% +$150 ﹤0.01% 821
2024
Q2
$304K Sell
2,168
-15
-0.7% -$2.1K ﹤0.01% 960
2024
Q1
$323K Buy
2,183
+45
+2% +$6.65K ﹤0.01% 921
2023
Q4
$295K Buy
2,138
+506
+31% +$69.9K ﹤0.01% 849
2023
Q3
$206K Buy
+1,632
New +$206K ﹤0.01% 932