Stonebridge Financial Planning Group’s iShares US Basic Materials ETF IYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Sell |
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|
2025
Q1 | $425K | Sell |
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|
2024
Q4 | $679K | Sell |
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|
2024
Q3 | $885K | Sell |
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|
2024
Q2 | $899K | Buy |
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|
2024
Q1 | $823K | Sell |
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|
2023
Q4 | $772K | Sell |
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|
2023
Q3 | $710K | Sell |
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|
2023
Q2 | $755K | Sell |
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|
2023
Q1 | $1.06M | Buy |
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|
2022
Q4 | $963K | Buy |
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|
2022
Q3 | $789K | Sell |
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|
2022
Q2 | $1.35M | Buy |
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|
2022
Q1 | $956K | Buy |
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|
2021
Q4 | $812K | Buy |
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|
2021
Q3 | $844K | Sell |
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|
2021
Q2 | $840K | Buy |
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|
2021
Q1 | $240K | Buy |
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|
2020
Q4 | $86K | Hold |
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|
2020
Q3 | $78K | Hold |
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|
2020
Q2 | $69K | Hold |
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|
2020
Q1 | $58K | Sell |
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|
2019
Q4 | $123K | Buy |
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