Montag & Associates’s iShares US Basic Materials ETF IYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Hold |
1,000
| – | – | 0.01% | 436 |
|
|
2025
Q1 | $135K | Hold |
1,000
| – | – | 0.01% | 457 |
|
|
2024
Q4 | $130K | Hold |
1,000
| – | – | 0.01% | 467 |
|
|
2024
Q3 | $150K | Hold |
1,000
| – | – | 0.01% | 456 |
|
|
2024
Q2 | $140K | Hold |
1,000
| – | – | 0.01% | 450 |
|
|
2024
Q1 | $148K | Hold |
1,000
| – | – | 0.01% | 446 |
|
|
2023
Q4 | $138K | Hold |
1,000
| – | – | 0.01% | 440 |
|
|
2023
Q3 | $127K | Hold |
1,000
| – | – | 0.01% | 438 |
|
|
2023
Q2 | $133K | Hold |
1,000
| – | – | 0.01% | 440 |
|
|
2023
Q1 | $133K | Hold |
1,000
| – | – | 0.01% | 433 |
|
|
2022
Q4 | $125K | Hold |
1,000
| – | – | 0.01% | 430 |
|
|
2022
Q3 | $108K | Buy |
+1,000
| New | +$108K | 0.01% | 433 |
|