Strategic Wealth Partners’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	$28K	Buy	+200	New	+$28K	﹤0.01%	587
2018 Q2	–	Sell	-84	Closed	-$8K	–	793
2018 Q1	$8K	Sell	84 -17,887	-100%	-$1.7M	﹤0.01%	589
2017 Q4	$1.76M	Buy	+17,971	New	+$1.76M	0.98%	23