MWM
MinichMacGregor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,147
| Closed | -$297K | – | 110 |
|
|
2023
Q4 | $297K | Sell |
2,147
-428
| -17% | -$59.1K | 0.09% | 80 |
|
|
2023
Q3 | $325K | Sell |
2,575
-47,053
| -95% | -$5.94M | 0.11% | 67 |
|
|
2023
Q2 | $6.6M | Buy |
49,628
+47,835
| +2,668% | +$6.36M | 2.06% | 15 |
|
|
2023
Q1 | $238K | Buy |
1,793
+46
| +3% | +$6.1K | 0.08% | 85 |
|
|
2022
Q4 | $218K | Sell |
1,747
-14,101
| -89% | -$1.76M | 0.08% | 76 |
|
|
2022
Q3 | $1.71M | Sell |
15,848
-75,870
| -83% | -$8.21M | 0.68% | 39 |
|
|
2022
Q2 | $10.8M | Sell |
91,718
-8,177
| -8% | -$963K | 4.45% | 6 |
|
|
2022
Q1 | $14.9M | Buy |
99,895
+68,023
| +213% | +$10.2M | 4.78% | 4 |
|
|
2021
Q4 | $4.47M | Buy |
+31,872
| New | +$4.47M | 1.36% | 26 |
|
|
2021
Q3 | – | Sell |
-16,931
| Closed | -$2.21M | – | 84 |
|
|
2021
Q2 | $2.21M | Buy |
+16,931
| New | +$2.21M | 0.77% | 31 |
|
|
2018
Q4 | – | Sell |
-30
| Closed | -$2K | – | 302 |
|
|
2018
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 452 |
|
|
2018
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 441 |
|
|
2018
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 426 |
|
|
2017
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 395 |
|
|
2017
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 397 |
|
|
2017
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 388 |
|
|
2017
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 381 |
|
|
2016
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 381 |
|
|
2016
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 379 |
|
|
2016
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 364 |
|
|
2016
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 356 |
|
|
2015
Q4 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 329 |
|