NorthRock Partners’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
2025
Q3
$306K Buy
2025
Q2
$202K Sell
2025
Q1
$202K Hold
2024
Q4
$195K Hold
2024
Q3
$225K Hold
2024
Q2
$210K Buy
2024
Q1
$214K Sell
2023
Q4
$215K Buy
2022
Q1
Sell
2021
Q4
$228K Hold
2021
Q3
$203K Hold
2021
Q2
$212K Hold
2021
Q1
$204K Sell
2020
Q4
$204K Buy