United Asset Strategies’s iShares US Basic Materials ETF IYM Stock Holding History

United Asset Strategies’s Portfolio IYM Stock Details IYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,790	Closed	-$225K	–	215
2021 Q1	$225K	Sell	1,790 -1,130	-39%	-$142K	0.03%	192
2020 Q4	$331K	Sell	2,920 -130	-4%	-$14.7K	0.05%	169
2020 Q3	$301K	Sell	3,050 -640	-17%	-$63.2K	0.06%	164
2020 Q2	$329K	Sell	3,690 -1,818	-33%	-$162K	0.06%	148
2020 Q1	$382K	Sell	5,508 -1,295	-19%	-$89.8K	0.09%	136
2019 Q4	$666K	Sell	6,803 -1,365	-17%	-$134K	0.13%	132
2019 Q3	$754K	Sell	8,168 -645	-7%	-$59.5K	0.17%	114
2019 Q2	$837K	Sell	8,813 -835	-9%	-$79.3K	0.19%	103
2019 Q1	$882K	Sell	9,648 -1,026	-10%	-$93.8K	0.21%	105
2018 Q4	$896K	Sell	10,674 -370	-3%	-$31.1K	0.24%	93
2018 Q3	$1.09M	Buy	11,044 +10	+0.1%	+$984	0.26%	93
2018 Q2	$1.09M	Buy	11,034 +115	+1%	+$11.4K	0.29%	85
2018 Q1	$1.05M	Sell	10,919 -250	-2%	-$24K	0.31%	85
2017 Q4	$1.14M	Sell	11,169 -305	-3%	-$31.2K	0.31%	79
2017 Q3	$1.1M	Sell	11,474 -39	-0.3%	-$3.74K	0.62%	43
2017 Q2	$1.03M	Sell	11,513 -120	-1%	-$10.7K	0.31%	80
2017 Q1	$1.04M	Sell	11,633 -240	-2%	-$21.4K	0.32%	76
2016 Q4	$987K	Buy	11,873 +2,030	+21%	+$169K	0.32%	73
2016 Q3	$777K	Sell	9,843 -205	-2%	-$16.2K	0.27%	76
2016 Q2	$763K	Sell	10,048 -574	-5%	-$43.6K	0.29%	75
2016 Q1	$778K	Sell	10,622 -2,075	-16%	-$152K	0.35%	68
2015 Q4	$896K	Sell	12,697 -185	-1%	-$13.1K	0.39%	63
2015 Q3	$834K	Sell	12,882 -940	-7%	-$60.9K	0.38%	63
2015 Q2	$1.11M	Sell	13,822 -225	-2%	-$18.1K	0.5%	60
2015 Q1	$1.19M	Sell	14,047 -2,065	-13%	-$175K	0.55%	54
2014 Q4	$1.33M	Sell	16,112 -1,639	-9%	-$135K	0.57%	57
2014 Q3	$1.53M	Sell	17,751 -2,411	-12%	-$208K	0.69%	56
2014 Q2	$1.77M	Sell	20,162 -2,124	-10%	-$186K	0.85%	45
2014 Q1	$1.86M	Sell	22,286 -1,037	-4%	-$86.4K	1.05%	36
2013 Q4	$1.9M	Sell	23,323 -578	-2%	-$47.1K	1.3%	24
2013 Q3	$1.77M	Buy	23,901 +908	+4%	+$67.2K	1.12%	29
2013 Q2	$1.54M	Buy	+22,993	New	+$1.54M	1.02%	37