Prospera Financial Services’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
2024 Q4	–	Sell	-8,739	Closed	-$1.31M	–	1161
2024 Q3	$1.31M	Buy	8,739 +2,263	+35%	+$323K	0.03%	440
2024 Q2	$907K	Buy	6,476 +339	+6%	+$48.8K	0.03%	529
2024 Q1	$907K	Buy	6,137 +2,994	+95%	+$411K	0.03%	525
2023 Q4	$434K	Buy	+3,143	New	+$403K	0.01%	710
2023 Q1	–	Sell	-55,555	Closed	-$6.93M	–	981
2022 Q4	$6.93M	Buy	+55,555	New	+$6.83M	0.35%	71
2022 Q3	–	Sell	-36,251	Closed	-$4.27M	–	1226
2022 Q2	$4.27M	Buy	36,251 +29,892	+470%	+$4.13M	0.22%	99
2022 Q1	$951K	Buy	6,359 +953	+18%	+$132K	0.04%	438
2021 Q4	$758K	Buy	5,406 +471	+10%	+$63.4K	0.03%	467
2021 Q3	$615K	Sell	4,935 -20,780	-81%	-$2.71M	0.03%	478
2021 Q2	$3.35M	Buy	25,715 +20,219	+368%	+$2.7M	0.17%	155
2021 Q1	$690K	Buy	5,496 +670	+14%	+$80K	0.04%	420
2020 Q4	$547K	Buy	4,826 +4,490	+1,336%	+$478K	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	+$664K	0.09%	203