Spire Wealth Management’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 | $400K | Buy |
2,858
+8
| +0.3% | +$1.12K | 0.01% | 561 |
|
2025
Q1 | $384K | Buy |
2,850
+8
| +0.3% | +$1.08K | 0.01% | 645 |
|
2024
Q4 | $369K | Sell |
2,842
-47
| -2% | -$6.11K | 0.01% | 652 |
|
2024
Q3 | $434K | Buy |
2,889
+9
| +0.3% | +$1.35K | 0.01% | 556 |
|
2024
Q2 | $403K | Buy |
2,880
+8
| +0.3% | +$1.12K | 0.01% | 534 |
|
2024
Q1 | $424K | Buy |
2,872
+64
| +2% | +$9.46K | 0.01% | 566 |
|
2023
Q4 | $371K | Buy |
2,808
+24
| +0.9% | +$3.17K | 0.01% | 589 |
|
2023
Q3 | $352K | Buy |
2,784
+2,779
| +55,580% | +$351K | 0.01% | 560 |
|
2023
Q2 | $665 | Hold |
5
| – | – | ﹤0.01% | 2353 |
|
2023
Q1 | $663 | Hold |
5
| – | – | ﹤0.01% | 2441 |
|
2022
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 2198 |
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 2089 |
|
2022
Q2 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 2523 |
|