Southern Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
1,635
+6
| +0.4% | +$840 | 0.12% | 72 |
|
|
2025
Q1 | $220K | Buy |
1,629
+5
| +0.3% | +$674 | 0.12% | 74 |
|
|
2024
Q4 | $211K | Buy |
1,624
+8
| +0.5% | +$1.04K | 0.12% | 71 |
|
|
2024
Q3 | $243K | Buy |
1,616
+6
| +0.4% | +$901 | 0.14% | 61 |
|
|
2024
Q2 | $225K | Buy |
1,610
+6
| +0.4% | +$840 | 0.14% | 65 |
|
|
2024
Q1 | $237K | Buy |
1,604
+5
| +0.3% | +$739 | 0.14% | 62 |
|
|
2023
Q4 | $221K | Buy |
+1,599
| New | +$221K | 0.16% | 57 |
|
|
2023
Q3 | – | Sell |
-1,582
| Closed | -$211K | – | 67 |
|
|
2023
Q2 | $211K | Buy |
1,582
+6
| +0.4% | +$798 | 0.16% | 65 |
|
|
2023
Q1 | $209K | Sell |
1,576
-51
| -3% | -$6.76K | 0.15% | 69 |
|
|
2022
Q4 | $203K | Buy |
+1,627
| New | +$203K | 0.16% | 72 |
|
|
2022
Q2 | – | Sell |
-1,598
| Closed | -$239K | – | 76 |
|
|
2022
Q1 | $239K | Sell |
1,598
-3,566
| -69% | -$533K | 0.16% | 69 |
|
|
2021
Q4 | $724K | Buy |
+5,164
| New | +$724K | 0.45% | 36 |
|