NewEdge 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 | $22.2K | Hold |
159
| – | – | ﹤0.01% | 2915 |
|
|
2025
Q1 | $21.4K | Sell |
159
-52
| -25% | -$6.99K | ﹤0.01% | 2839 |
|
|
2024
Q4 | $27.4K | Hold |
211
| – | – | ﹤0.01% | 2714 |
|
|
2024
Q3 | $31.7K | Sell |
211
-14,202
| -99% | -$2.13M | ﹤0.01% | 2578 |
|
|
2024
Q2 | $2.02M | Buy |
14,413
+13,578
| +1,626% | +$1.9M | 0.01% | 749 |
|
|
2024
Q1 | $123K | Sell |
835
-10,019
| -92% | -$1.48M | ﹤0.01% | 2004 |
|
|
2023
Q4 | $1.5M | Sell |
10,854
-59
| -0.5% | -$8.15K | 0.01% | 771 |
|
|
2023
Q3 | $1.38M | Sell |
10,913
-441
| -4% | -$55.7K | 0.02% | 731 |
|
|
2023
Q2 | $1.51M | Buy |
11,354
+55
| +0.5% | +$7.32K | 0.02% | 693 |
|
|
2023
Q1 | $1.5M | Buy |
11,299
+10,794
| +2,137% | +$1.43M | 0.02% | 625 |
|
|
2022
Q4 | $63 | Sell |
505
-1,943
| -79% | -$242 | ﹤0.01% | 3436 |
|
|
2022
Q3 | $265K | Sell |
2,448
-2,690
| -52% | -$291K | ﹤0.01% | 1263 |
|
|
2022
Q2 | $605K | Buy |
+5,138
| New | +$605K | 0.01% | 897 |
|