Prospera Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,739
| Closed | -$1.31M | – | 1161 |
|
|
2024
Q3 | $1.31M | Buy |
8,739
+2,263
| +35% | +$340K | 0.03% | 440 |
|
|
2024
Q2 | $907K | Buy |
6,476
+339
| +6% | +$47.5K | 0.03% | 529 |
|
|
2024
Q1 | $907K | Buy |
6,137
+2,994
| +95% | +$442K | 0.03% | 525 |
|
|
2023
Q4 | $434K | Buy |
+3,143
| New | +$434K | 0.01% | 710 |
|
|
2023
Q1 | – | Sell |
-55,555
| Closed | -$6.93M | – | 981 |
|
|
2022
Q4 | $6.93M | Buy |
+55,555
| New | +$6.93M | 0.35% | 71 |
|
|
2022
Q3 | – | Sell |
-36,251
| Closed | -$4.27M | – | 1226 |
|
|
2022
Q2 | $4.27M | Buy |
36,251
+29,892
| +470% | +$3.52M | 0.22% | 99 |
|
|
2022
Q1 | $951K | Buy |
6,359
+953
| +18% | +$143K | 0.04% | 438 |
|
|
2021
Q4 | $758K | Buy |
5,406
+471
| +10% | +$66K | 0.03% | 467 |
|
|
2021
Q3 | $615K | Sell |
4,935
-20,780
| -81% | -$2.59M | 0.03% | 478 |
|
|
2021
Q2 | $3.35M | Buy |
25,715
+20,219
| +368% | +$2.64M | 0.17% | 155 |
|
|
2021
Q1 | $690K | Buy |
5,496
+670
| +14% | +$84.1K | 0.04% | 420 |
|
|
2020
Q4 | $547K | Buy |
4,826
+4,490
| +1,336% | +$509K | 0.04% | 404 |
|
|
2020
Q3 | $33K | Buy |
+336
| New | +$33K | 0.01% | 754 |
|
|
2018
Q2 | – | Sell |
-6,478
| Closed | -$622K | – | 465 |
|
|
2018
Q1 | $622K | Buy |
+6,478
| New | +$622K | 0.09% | 203 |
|