The Family Firm’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 | – | Sell |
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|
2025
Q1 | $600K | Buy |
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|
2024
Q4 | $411K | Buy |
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|
2024
Q3 | $472K | Sell |
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|
2024
Q2 | $472K | Buy |
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|
2024
Q1 | $496K | Buy |
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|
2023
Q4 | $463K | Buy |
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|
2023
Q3 | $418K | Hold |
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|
2023
Q2 | $441K | Buy |
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|
2023
Q1 | $437K | Buy |
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|
2022
Q4 | $410K | Buy |
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|
2022
Q3 | $352K | Buy |
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|
2022
Q2 | $319K | Buy |
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|
2022
Q1 | $402K | Buy |
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|
2021
Q4 | $376K | Buy |
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|
2021
Q3 | $360K | Buy |
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|
2021
Q2 | $346K | Sell |
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|
2021
Q1 | $371K | Hold |
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|
2020
Q4 | $352K | Buy |
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|
2020
Q3 | $290K | Sell |
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|
2020
Q2 | $279K | Buy |
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|
2020
Q1 | $214K | Hold |
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|
2019
Q4 | $303K | Buy |
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