Northwestern Mutual Wealth Management’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 | $9.71M | Sell |
69,330
-1,820
| -3% | -$255K | 0.01% | 514 |
|
|
2025
Q1 | $9.59M | Buy |
71,150
+4,334
| +6% | +$584K | 0.01% | 490 |
|
|
2024
Q4 | $8.68M | Buy |
66,816
+341
| +0.5% | +$44.3K | 0.01% | 492 |
|
|
2024
Q3 | $9.98M | Buy |
66,475
+1,446
| +2% | +$217K | 0.01% | 454 |
|
|
2024
Q2 | $9.1M | Buy |
65,029
+1,001
| +2% | +$140K | 0.01% | 446 |
|
|
2024
Q1 | $9.46M | Buy |
64,028
+1,261
| +2% | +$186K | 0.01% | 433 |
|
|
2023
Q4 | $8.67M | Buy |
62,767
+26,200
| +72% | +$3.62M | 0.01% | 422 |
|
|
2023
Q3 | $4.62M | Buy |
36,567
+33,716
| +1,183% | +$4.26M | 0.01% | 520 |
|
|
2023
Q2 | $379K | Sell |
2,851
-6,106
| -68% | -$812K | ﹤0.01% | 1252 |
|
|
2023
Q1 | $1.19M | Sell |
8,957
-15,301
| -63% | -$2.03M | ﹤0.01% | 844 |
|
|
2022
Q4 | $3.03M | Sell |
24,258
-1,096
| -4% | -$137K | ﹤0.01% | 566 |
|
|
2022
Q3 | $2.74M | Sell |
25,354
-58,957
| -70% | -$6.38M | ﹤0.01% | 536 |
|
|
2022
Q2 | $9.93M | Buy |
84,311
+3,650
| +5% | +$430K | 0.02% | 294 |
|
|
2022
Q1 | $12.1M | Buy |
80,661
+3,053
| +4% | +$457K | 0.02% | 279 |
|
|
2021
Q4 | $10.9M | Sell |
77,608
-22,811
| -23% | -$3.2M | 0.02% | 280 |
|
|
2021
Q3 | $12.5M | Buy |
100,419
+20,446
| +26% | +$2.55M | 0.02% | 242 |
|
|
2021
Q2 | $10.4M | Buy |
79,973
+41,729
| +109% | +$5.44M | 0.02% | 253 |
|
|
2021
Q1 | $4.8M | Buy |
38,244
+37,335
| +4,107% | +$4.69M | 0.01% | 358 |
|
|
2020
Q4 | $103K | Buy |
909
+448
| +97% | +$50.8K | ﹤0.01% | 1388 |
|
|
2020
Q3 | $46K | Sell |
461
-12
| -3% | -$1.2K | ﹤0.01% | 1536 |
|
|
2020
Q2 | $42K | Buy |
473
+143
| +43% | +$12.7K | ﹤0.01% | 1500 |
|
|
2020
Q1 | $23K | Sell |
330
-69
| -17% | -$4.81K | ﹤0.01% | 1651 |
|
|
2019
Q4 | $39K | Sell |
399
-170
| -30% | -$16.6K | ﹤0.01% | 1549 |
|
|
2019
Q3 | $53K | Buy |
569
+250
| +78% | +$23.3K | ﹤0.01% | 1402 |
|
|
2019
Q2 | $30K | Sell |
319
-200
| -39% | -$18.8K | ﹤0.01% | 1578 |
|
|
2019
Q1 | $47K | Hold |
519
| – | – | ﹤0.01% | 1370 |
|
|
2018
Q4 | $44K | Buy |
519
+200
| +63% | +$17K | ﹤0.01% | 1303 |
|
|
2018
Q3 | $31K | Hold |
319
| – | – | ﹤0.01% | 1486 |
|
|
2018
Q2 | $32K | Hold |
319
| – | – | ﹤0.01% | 1411 |
|
|
2018
Q1 | $31K | Sell |
319
-77
| -19% | -$7.48K | ﹤0.01% | 1382 |
|
|
2017
Q4 | $40K | Buy |
396
+113
| +40% | +$11.4K | ﹤0.01% | 1237 |
|
|
2017
Q3 | $27K | Buy |
283
+129
| +84% | +$12.3K | ﹤0.01% | 1361 |
|
|
2017
Q2 | $14K | Buy |
154
+29
| +23% | +$2.64K | ﹤0.01% | 1504 |
|
|
2017
Q1 | $11K | Sell |
125
-45
| -26% | -$3.96K | ﹤0.01% | 1517 |
|
|
2016
Q4 | $14K | Buy |
+170
| New | +$14K | ﹤0.01% | 1494 |
|
|
2016
Q2 | – | Sell |
-4
| Closed | – | – | 2158 |
|
|
2016
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 2209 |
|
|
2014
Q4 | – | Sell |
-250
| Closed | -$22K | – | 1769 |
|
|
2014
Q3 | $22K | Buy |
+250
| New | +$22K | ﹤0.01% | 800 |
|