Mutual Advisors’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 | $1.15M | Buy |
7,750
+5,801
| +298% | +$860K | 0.03% | 451 |
|
|
2025
Q1 | $253K | Hold |
1,949
| – | – | 0.01% | 949 |
|
|
2024
Q4 | $266K | Sell |
1,949
-6,981
| -78% | -$952K | 0.01% | 927 |
|
|
2024
Q3 | $1.33M | Buy |
8,930
+25
| +0.3% | +$3.72K | 0.04% | 391 |
|
|
2024
Q2 | $1.28M | Buy |
8,905
+7,258
| +441% | +$1.04M | 0.04% | 405 |
|
|
2024
Q1 | $243K | Sell |
1,647
-468
| -22% | -$69.1K | 0.01% | 957 |
|
|
2023
Q4 | $292K | Buy |
2,115
+156
| +8% | +$21.6K | 0.01% | 827 |
|
|
2023
Q3 | $248K | Sell |
1,959
-7,234
| -79% | -$914K | 0.01% | 848 |
|
|
2023
Q2 | $1.22M | Buy |
9,193
+7,277
| +380% | +$968K | 0.05% | 378 |
|
|
2023
Q1 | $254K | Sell |
1,916
-415
| -18% | -$55K | 0.01% | 829 |
|
|
2022
Q4 | $291K | Buy |
+2,331
| New | +$291K | 0.01% | 750 |
|
|
2021
Q4 | – | Sell |
-28,923
| Closed | -$3.6M | – | 911 |
|
|
2021
Q3 | $3.6M | Buy |
28,923
+27,365
| +1,756% | +$3.41M | 0.21% | 111 |
|
|
2021
Q2 | $203K | Buy |
+1,558
| New | +$203K | 0.01% | 788 |
|
|
2021
Q1 | – | Sell |
-9,101
| Closed | -$1.03M | – | 804 |
|
|
2020
Q4 | $1.03M | Buy |
+9,101
| New | +$1.03M | 0.08% | 294 |
|
|
2020
Q1 | – | Sell |
-2,861
| Closed | -$280K | – | 611 |
|
|
2019
Q4 | $280K | Sell |
2,861
-242
| -8% | -$23.7K | 0.03% | 478 |
|
|
2019
Q3 | $286K | Hold |
3,103
| – | – | 0.04% | 429 |
|
|
2019
Q2 | $295K | Buy |
3,103
+194
| +7% | +$18.4K | 0.04% | 446 |
|
|
2019
Q1 | $266K | Buy |
2,909
+10
| +0.3% | +$914 | 0.04% | 388 |
|
|
2018
Q4 | $243K | Sell |
2,899
-4
| -0.1% | -$335 | 0.05% | 367 |
|
|
2018
Q3 | $286K | Hold |
2,903
| – | – | 0.04% | 375 |
|
|
2018
Q2 | $287K | Sell |
2,903
-1,891
| -39% | -$187K | 0.07% | 334 |
|
|
2018
Q1 | $461K | Buy |
4,794
+1,184
| +33% | +$114K | 0.12% | 249 |
|
|
2017
Q4 | $369K | Buy |
+3,610
| New | +$369K | 0.14% | 193 |
|