SFPG
Stonebridge Financial Planning Group’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 | $412K | Sell |
2,942
-210
| -7% | -$29.4K | 0.17% | 121 |
|
|
2025
Q1 | $425K | Sell |
3,152
-2,074
| -40% | -$280K | 0.19% | 118 |
|
|
2024
Q4 | $679K | Sell |
5,226
-665
| -11% | -$86.4K | 0.3% | 88 |
|
|
2024
Q3 | $885K | Sell |
5,891
-530
| -8% | -$79.6K | 0.42% | 67 |
|
|
2024
Q2 | $899K | Buy |
6,421
+850
| +15% | +$119K | 0.45% | 62 |
|
|
2024
Q1 | $823K | Sell |
5,571
-15
| -0.3% | -$2.22K | 0.44% | 64 |
|
|
2023
Q4 | $772K | Sell |
5,586
-35
| -0.6% | -$4.84K | 0.44% | 60 |
|
|
2023
Q3 | $710K | Sell |
5,621
-50
| -0.9% | -$6.32K | 0.46% | 57 |
|
|
2023
Q2 | $755K | Sell |
5,671
-2,291
| -29% | -$305K | 0.46% | 59 |
|
|
2023
Q1 | $1.06M | Buy |
7,962
+240
| +3% | +$31.8K | 0.68% | 49 |
|
|
2022
Q4 | $963K | Buy |
7,722
+430
| +6% | +$53.7K | 0.64% | 53 |
|
|
2022
Q3 | $789K | Sell |
7,292
-4,217
| -37% | -$456K | 0.55% | 54 |
|
|
2022
Q2 | $1.36M | Buy |
11,509
+5,117
| +80% | +$602K | 0.92% | 34 |
|
|
2022
Q1 | $956K | Buy |
6,392
+89
| +1% | +$13.3K | 0.54% | 49 |
|
|
2021
Q4 | $812K | Buy |
6,303
+111
| +2% | +$14.3K | 0.43% | 52 |
|
|
2021
Q3 | $844K | Sell |
6,192
-184
| -3% | -$25.1K | 0.41% | 53 |
|
|
2021
Q2 | $840K | Buy |
6,376
+4,490
| +238% | +$592K | 0.45% | 50 |
|
|
2021
Q1 | $240K | Buy |
1,886
+1,130
| +149% | +$144K | 0.14% | 99 |
|
|
2020
Q4 | $86K | Hold |
756
| – | – | 0.05% | 161 |
|
|
2020
Q3 | $78K | Hold |
756
| – | – | 0.06% | 150 |
|
|
2020
Q2 | $69K | Hold |
756
| – | – | 0.06% | 154 |
|
|
2020
Q1 | $58K | Sell |
756
-499
| -40% | -$38.3K | 0.06% | 155 |
|
|
2019
Q4 | $123K | Buy |
+1,255
| New | +$123K | 0.11% | 115 |
|