Stratos Wealth Advisors’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
$719K Buy
5,132
+416
+9% +$58.2K 0.04% 379
2025
Q1
$636K Buy
4,716
+615
+15% +$82.9K 0.03% 387
2024
Q4
$533K Buy
+4,101
New +$533K 0.03% 455
2020
Q2
Sell
-108
Closed -$7K 325
2020
Q1
$7K Buy
+108
New +$7K 0.01% 252