Sovran Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$550K Buy
3,830
+1,036
+37% +$149K 0.06% 300
2025
Q1
$355K Buy
2,794
+620
+29% +$78.8K 0.05% 339
2024
Q4
$292K Buy
+2,174
New +$292K 0.04% 343