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