Optimum Investment 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
2023 Q4	–	Sell	-320	Closed	-$40.4K	–	687
2023 Q3	$40.4K	Hold	320	–	–	0.02%	387
2023 Q2	$42.6K	Hold	320	–	–	0.02%	390
2023 Q1	$42.4K	Hold	320	–	–	0.02%	390
2022 Q4	$39.9K	Hold	320	–	–	0.02%	407
2022 Q3	$35K	Hold	320	–	–	0.02%	433
2022 Q2	$38K	Hold	320	–	–	0.02%	438
2022 Q1	$48K	Hold	320	–	–	0.02%	433
2021 Q4	$45K	Hold	320	–	–	0.02%	482
2021 Q3	$40K	Hold	320	–	–	0.02%	491
2021 Q2	$42K	Hold	320	–	–	0.01%	545
2021 Q1	$40K	Hold	320	–	–	0.01%	546
2020 Q4	$36K	Hold	320	–	–	0.01%	531
2020 Q3	$32K	Hold	320	–	–	0.01%	517
2020 Q2	$29K	Hold	320	–	–	0.01%	536
2020 Q1	$22K	Hold	320	–	–	0.01%	555
2019 Q4	$31K	Hold	320	–	–	0.01%	599
2019 Q3	$30K	Hold	320	–	–	0.01%	611
2019 Q2	$30K	Hold	320	–	–	0.01%	610
2019 Q1	$29K	Hold	320	–	–	0.01%	625
2018 Q4	$27K	Hold	320	–	–	0.01%	594
2018 Q3	$31K	Hold	320	–	–	0.01%	648
2018 Q2	$32K	Hold	320	–	–	0.01%	627
2018 Q1	$31K	Buy	+320	New	+$31K	0.01%	617
2015 Q1	$27K	Hold	327	–	–	0.01%	628
2014 Q4	$27K	Hold	327	–	–	0.01%	643
2014 Q3	$28K	Hold	327	–	–	0.01%	585
2014 Q2	$29K	Buy	+327	New	+$29K	0.01%	594