Trueblood Wealth Management’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
$201K Buy
+1,435
New +$201K 0.08% 245
2024
Q4
Sell
-1,431
Closed -$215K 234
2024
Q3
$215K Hold
1,431
0.11% 220
2024
Q2
$200K Hold
1,431
0.11% 214
2024
Q1
$211K Buy
+1,431
New +$211K 0.12% 206