Unionview LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $549K | Buy |
4,224
+19
| +0.5% | +$2.47K | 0.4% | 40 |
|
|
2024
Q3 | $631K | Buy |
4,205
+17
| +0.4% | +$2.55K | 0.49% | 37 |
|
|
2024
Q2 | $586K | Buy |
4,188
+15
| +0.4% | +$2.1K | 0.48% | 38 |
|
|
2024
Q1 | $617K | Buy |
4,173
+13
| +0.3% | +$1.92K | 0.51% | 39 |
|
|
2023
Q4 | $575K | Buy |
4,160
+45
| +1% | +$6.22K | 0.52% | 38 |
|
|
2023
Q3 | $520K | Hold |
4,115
| – | – | 0.49% | 41 |
|
|
2023
Q2 | $547K | Buy |
4,115
+17
| +0.4% | +$2.26K | 0.5% | 39 |
|
|
2023
Q1 | $543K | Buy |
4,098
+15
| +0.4% | +$1.99K | 0.51% | 37 |
|
|
2022
Q4 | $509K | Buy |
4,083
+23
| +0.6% | +$2.87K | 0.51% | 39 |
|
|
2022
Q3 | $439K | Buy |
4,060
+24
| +0.6% | +$2.6K | 0.5% | 39 |
|
|
2022
Q2 | $475K | Hold |
4,036
| – | – | 0.53% | 37 |
|
|
2022
Q1 | $604K | Hold |
4,036
| – | – | 0.56% | 34 |
|
|
2021
Q4 | $566K | Buy |
+4,036
| New | +$566K | 0.53% | 38 |
|