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