Steward Partners Investment Advisory’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 | $962K | Buy |
6,870
+243
| +4% | +$34K | 0.01% | 1007 |
|
|
2025
Q1 | $893K | Sell |
6,627
-283
| -4% | -$38.1K | 0.01% | 964 |
|
|
2024
Q4 | $898K | Buy |
6,910
+420
| +6% | +$54.6K | 0.01% | 916 |
|
|
2024
Q3 | $975K | Sell |
6,490
-34
| -0.5% | -$5.11K | 0.01% | 870 |
|
|
2024
Q2 | $913K | Sell |
6,524
-37
| -0.6% | -$5.18K | 0.01% | 840 |
|
|
2024
Q1 | $969K | Sell |
6,561
-278
| -4% | -$41.1K | 0.01% | 804 |
|
|
2023
Q4 | $945K | Sell |
6,839
-6,531
| -49% | -$902K | 0.01% | 754 |
|
|
2023
Q3 | $1.69M | Sell |
13,370
-1,195
| -8% | -$151K | 0.03% | 513 |
|
|
2023
Q2 | $1.94M | Buy |
14,565
+96
| +0.7% | +$12.8K | 0.03% | 487 |
|
|
2023
Q1 | $1.92M | Buy |
14,469
+549
| +4% | +$72.8K | 0.03% | 472 |
|
|
2022
Q4 | $1.74M | Sell |
13,920
-3,350
| -19% | -$418K | 0.03% | 493 |
|
|
2022
Q3 | $1.87M | Buy |
17,270
+2,114
| +14% | +$229K | 0.03% | 453 |
|
|
2022
Q2 | $1.78M | Sell |
15,156
-6,004
| -28% | -$707K | 0.03% | 463 |
|
|
2022
Q1 | $3.17M | Sell |
21,160
-16,141
| -43% | -$2.41M | 0.05% | 364 |
|
|
2021
Q4 | $5.23M | Buy |
37,301
+422
| +1% | +$59.2K | 0.08% | 257 |
|
|
2021
Q3 | $4.59M | Buy |
36,879
+1,367
| +4% | +$170K | 0.08% | 265 |
|
|
2021
Q2 | $4.63M | Buy |
35,512
+596
| +2% | +$77.7K | 0.08% | 266 |
|
|
2021
Q1 | $4.38M | Buy |
34,916
+20,702
| +146% | +$2.6M | 0.08% | 273 |
|
|
2020
Q4 | $1.61M | Buy |
14,214
+13,313
| +1,478% | +$1.51M | 0.03% | 413 |
|
|
2020
Q3 | $89K | Buy |
901
+801
| +801% | +$79.1K | ﹤0.01% | 1263 |
|
|
2020
Q2 | $9K | Hold |
100
| – | – | ﹤0.01% | 2077 |
|
|
2020
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 2026 |
|
|
2019
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 2054 |
|
|
2019
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 2045 |
|
|
2019
Q2 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 2024 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$10K | – | 1468 |
|
|
2018
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 1872 |
|
|
2018
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 1743 |
|
|
2018
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 1611 |
|
|
2017
Q4 | $10K | Hold |
100
| – | – | ﹤0.01% | 1346 |
|
|
2017
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 1138 |
|
|
2017
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 1108 |
|
|
2017
Q1 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 1004 |
|