MWM
Mattern Wealth Management’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 | $361K | Sell |
2,579
-127
| -5% | -$17.8K | 0.08% | 110 |
|
|
2025
Q1 | $365K | Hold |
2,706
| – | – | 0.08% | 118 |
|
|
2024
Q4 | $352K | Hold |
2,706
| – | – | 0.08% | 126 |
|
|
2024
Q3 | $406K | Sell |
2,706
-40
| -1% | -$6.01K | 0.09% | 120 |
|
|
2024
Q2 | $384K | Hold |
2,746
| – | – | 0.09% | 123 |
|
|
2024
Q1 | $406K | Sell |
2,746
-1,862
| -40% | -$275K | 0.1% | 123 |
|
|
2023
Q4 | $637K | Buy |
4,608
+1
| +0% | +$138 | 0.16% | 98 |
|
|
2023
Q3 | $582K | Sell |
4,607
-198
| -4% | -$25K | 0.17% | 98 |
|
|
2023
Q2 | $639K | Sell |
4,805
-110
| -2% | -$14.6K | 0.19% | 95 |
|
|
2023
Q1 | $651K | Sell |
4,915
-300
| -6% | -$39.8K | 0.22% | 101 |
|
|
2022
Q4 | $651K | Sell |
5,215
-274
| -5% | -$34.2K | 0.26% | 91 |
|
|
2022
Q3 | $594K | Hold |
5,489
| – | – | 0.24% | 87 |
|
|
2022
Q2 | $646K | Hold |
5,489
| – | – | 0.25% | 82 |
|
|
2022
Q1 | $821K | Sell |
5,489
-432
| -7% | -$64.6K | 0.27% | 82 |
|
|
2021
Q4 | $830K | Sell |
5,921
-1,471
| -20% | -$206K | 0.24% | 88 |
|
|
2021
Q3 | $921K | Sell |
7,392
-43,290
| -85% | -$5.39M | 0.31% | 76 |
|
|
2021
Q2 | $6.46M | Buy |
50,682
+42,349
| +508% | +$5.4M | 2.06% | 13 |
|
|
2021
Q1 | $1.05M | Sell |
8,333
-38,933
| -82% | -$4.89M | 0.37% | 74 |
|
|
2020
Q4 | $5.36M | Buy |
+47,266
| New | +$5.36M | 2.03% | 14 |
|