Mattern Wealth Management’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 | $361K | Sell |
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2025
Q1 | $365K | Hold |
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2024
Q4 | $352K | Hold |
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2024
Q3 | $406K | Sell |
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2024
Q2 | $384K | Hold |
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2024
Q1 | $406K | Sell |
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2023
Q4 | $637K | Buy |
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2023
Q3 | $582K | Sell |
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2023
Q2 | $639K | Sell |
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2023
Q1 | $651K | Sell |
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2022
Q4 | $651K | Sell |
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2022
Q3 | $594K | Hold |
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2022
Q2 | $646K | Hold |
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2022
Q1 | $821K | Sell |
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2021
Q4 | $830K | Sell |
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2021
Q3 | $921K | Sell |
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2021
Q2 | $6.46M | Buy |
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2021
Q1 | $1.05M | Sell |
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2020
Q4 | $5.36M | Buy |
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