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
2026 Q1	$377K	Sell	2,145 -300	-12%	-$52.5K	0.07%	107
2025 Q4	$376K	Sell	2,445 -54	-2%	-$8K	0.07%	108
2025 Q3	$370K	Sell	2,499 -80	-3%	-$11.7K	0.07%	106
2025 Q2	$361K	Sell	2,579 -127	-5%	-$16.9K	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%	-$5.71K	0.09%	120
2024 Q2	$384K	Hold	2,746	–	–	0.09%	123
2024 Q1	$406K	Sell	2,746 -1,862	-40%	-$256K	0.1%	123
2023 Q4	$637K	Buy	4,608 +1	+0%	+$128	0.16%	98
2023 Q3	$582K	Sell	4,607 -198	-4%	-$26.2K	0.17%	98
2023 Q2	$639K	Sell	4,805 -110	-2%	-$14.2K	0.19%	95
2023 Q1	$651K	Sell	4,915 -300	-6%	-$39.9K	0.22%	101
2022 Q4	$651K	Sell	5,215 -274	-5%	-$33.7K	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%	-$59.7K	0.27%	82
2021 Q4	$830K	Sell	5,921 -1,471	-20%	-$198K	0.24%	88
2021 Q3	$921K	Sell	7,392 -43,290	-85%	-$5.64M	0.31%	76
2021 Q2	$6.46M	Buy	50,682 +42,349	+508%	+$5.66M	2.06%	13
2021 Q1	$1.05M	Sell	8,333 -38,933	-82%	-$4.65M	0.37%	74
2020 Q4	$5.36M	Buy	+47,266	New	+$5.03M	2.03%	14