Pinnacle Family Advisors’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
2023 Q1	–	Sell	-14,026	Closed	-$1.75M	–	106
2022 Q4	$1.75M	Buy	14,026 +7,123	+103%	+$876K	1.25%	18
2022 Q3	$747K	Sell	6,903 -6,242	-47%	-$748K	0.65%	33
2022 Q2	$1.55M	Sell	13,145 -8,200	-38%	-$1.13M	1.26%	19
2022 Q1	$3.19M	Buy	+21,345	New	+$2.95M	1.7%	15
2021 Q3	–	Sell	-42,025	Closed	-$5.48M	–	151
2021 Q2	$5.48M	Buy	+42,025	New	+$5.62M	2.39%	11
2021 Q1	–	Sell	-12,838	Closed	-$1.46M	–	134
2020 Q4	$1.46M	Sell	12,838 -16,702	-57%	-$1.78M	0.89%	29
2020 Q3	$2.92M	Buy	+29,540	New	+$2.9M	1.97%	15
2018 Q2	–	Sell	-72,070	Closed	-$6.92M	–	69
2018 Q1	$6.92M	Sell	72,070 -42,480	-37%	-$4.35M	3.95%	11
2017 Q4	$11.7M	Buy	114,550 +99,375	+655%	+$9.86M	5.4%	2
2017 Q3	$1.45M	Sell	15,175 -58,515	-79%	-$5.41M	0.68%	36
2017 Q2	$6.58M	Buy	73,690 +64,045	+664%	+$5.69M	3.67%	10
2017 Q1	$860K	Sell	9,645 -38,470	-80%	-$3.37M	0.53%	31
2016 Q4	$4M	Buy	+48,115	New	+$3.89M	2.45%	13