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 |
|