The Family Firm’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 | – | Sell |
-4,452
| Closed | -$600K | – | 144 |
|
|
2025
Q1 | $600K | Buy |
4,452
+1,293
| +41% | +$174K | 0.13% | 102 |
|
|
2024
Q4 | $411K | Buy |
3,159
+13
| +0.4% | +$1.69K | 0.09% | 134 |
|
|
2024
Q3 | $472K | Sell |
3,146
-226
| -7% | -$33.9K | 0.1% | 120 |
|
|
2024
Q2 | $472K | Buy |
3,372
+12
| +0.4% | +$1.68K | 0.11% | 117 |
|
|
2024
Q1 | $496K | Buy |
3,360
+11
| +0.3% | +$1.63K | 0.12% | 111 |
|
|
2023
Q4 | $463K | Buy |
3,349
+36
| +1% | +$4.97K | 0.12% | 110 |
|
|
2023
Q3 | $418K | Hold |
3,313
| – | – | 0.12% | 111 |
|
|
2023
Q2 | $441K | Buy |
3,313
+14
| +0.4% | +$1.86K | 0.12% | 108 |
|
|
2023
Q1 | $437K | Buy |
3,299
+11
| +0.3% | +$1.46K | 0.12% | 107 |
|
|
2022
Q4 | $410K | Buy |
3,288
+35
| +1% | +$4.37K | 0.12% | 113 |
|
|
2022
Q3 | $352K | Buy |
3,253
+544
| +20% | +$58.9K | 0.11% | 117 |
|
|
2022
Q2 | $319K | Buy |
2,709
+19
| +0.7% | +$2.24K | 0.09% | 136 |
|
|
2022
Q1 | $402K | Buy |
2,690
+7
| +0.3% | +$1.05K | 0.11% | 116 |
|
|
2021
Q4 | $376K | Buy |
2,683
+15
| +0.6% | +$2.1K | 0.1% | 123 |
|
|
2021
Q3 | $360K | Buy |
2,668
+11
| +0.4% | +$1.48K | 0.09% | 121 |
|
|
2021
Q2 | $346K | Sell |
2,657
-294
| -10% | -$38.3K | 0.09% | 122 |
|
|
2021
Q1 | $371K | Hold |
2,951
| – | – | 0.11% | 114 |
|
|
2020
Q4 | $352K | Buy |
2,951
+11
| +0.4% | +$1.31K | 0.1% | 113 |
|
|
2020
Q3 | $290K | Sell |
2,940
-186
| -6% | -$18.3K | 0.1% | 117 |
|
|
2020
Q2 | $279K | Buy |
3,126
+30
| +1% | +$2.68K | 0.1% | 118 |
|
|
2020
Q1 | $214K | Hold |
3,096
| – | – | 0.09% | 125 |
|
|
2019
Q4 | $303K | Buy |
+3,096
| New | +$303K | 0.1% | 120 |
|