United Capital Financial Advisors’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 | $425K | Sell |
3,037
-306
| -9% | -$42.8K | ﹤0.01% | 809 |
|
|
2025
Q1 | $451K | Hold |
3,343
| – | – | ﹤0.01% | 769 |
|
|
2024
Q4 | $434K | Hold |
3,343
| – | – | ﹤0.01% | 766 |
|
|
2024
Q3 | $502K | Sell |
3,343
-37
| -1% | -$5.56K | ﹤0.01% | 726 |
|
|
2024
Q2 | $473K | Buy |
3,380
+420
| +14% | +$58.8K | ﹤0.01% | 714 |
|
|
2024
Q1 | $437K | Buy |
2,960
+425
| +17% | +$62.8K | ﹤0.01% | 762 |
|
|
2023
Q4 | $350K | Sell |
2,535
-228
| -8% | -$31.5K | ﹤0.01% | 816 |
|
|
2023
Q3 | $349K | Sell |
2,763
-410
| -13% | -$51.8K | ﹤0.01% | 707 |
|
|
2023
Q2 | $422K | Sell |
3,173
-111
| -3% | -$14.8K | ﹤0.01% | 705 |
|
|
2023
Q1 | $435K | Sell |
3,284
-664
| -17% | -$88K | ﹤0.01% | 747 |
|
|
2022
Q4 | $493K | Sell |
3,948
-624
| -14% | -$77.9K | ﹤0.01% | 760 |
|
|
2022
Q3 | $494K | Buy |
4,572
+2
| +0% | +$216 | ﹤0.01% | 765 |
|
|
2022
Q2 | $538K | Sell |
4,570
-52
| -1% | -$6.12K | ﹤0.01% | 779 |
|
|
2022
Q1 | $691K | Sell |
4,622
-307
| -6% | -$45.9K | ﹤0.01% | 758 |
|
|
2021
Q4 | $691K | Sell |
4,929
-237
| -5% | -$33.2K | ﹤0.01% | 779 |
|
|
2021
Q3 | $643K | Buy |
5,166
+37
| +0.7% | +$4.61K | ﹤0.01% | 793 |
|
|
2021
Q2 | $669K | Sell |
5,129
-711
| -12% | -$92.7K | ﹤0.01% | 795 |
|
|
2021
Q1 | $733K | Sell |
5,840
-107
| -2% | -$13.4K | ﹤0.01% | 747 |
|
|
2020
Q4 | $674K | Sell |
5,947
-183
| -3% | -$20.7K | ﹤0.01% | 770 |
|
|
2020
Q3 | $605K | Sell |
6,130
-53
| -0.9% | -$5.23K | ﹤0.01% | 778 |
|
|
2020
Q2 | $552K | Sell |
6,183
-3,740
| -38% | -$334K | ﹤0.01% | 829 |
|
|
2020
Q1 | $687K | Sell |
9,923
-90,504
| -90% | -$6.27M | 0.01% | 712 |
|
|
2019
Q4 | $9.77M | Buy |
100,427
+391
| +0.4% | +$38K | 0.06% | 314 |
|
|
2019
Q3 | $9.23M | Buy |
100,036
+1,922
| +2% | +$177K | 0.06% | 301 |
|
|
2019
Q2 | $9.32M | Buy |
98,114
+698
| +0.7% | +$66.3K | 0.06% | 303 |
|
|
2019
Q1 | $8.91M | Buy |
97,416
+2,290
| +2% | +$209K | 0.06% | 310 |
|
|
2018
Q4 | $7.99M | Sell |
95,126
-87,503
| -48% | -$7.35M | 0.06% | 293 |
|
|
2018
Q3 | $18M | Sell |
182,629
-25,605
| -12% | -$2.52M | 0.13% | 176 |
|
|
2018
Q2 | $20.6M | Sell |
208,234
-53,125
| -20% | -$5.26M | 0.15% | 147 |
|
|
2018
Q1 | $25.1M | Buy |
261,359
+49,741
| +24% | +$4.78M | 0.19% | 125 |
|
|
2017
Q4 | $21.7M | Sell |
211,618
-31,598
| -13% | -$3.24M | 0.17% | 137 |
|
|
2017
Q3 | $23.3M | Sell |
243,216
-35,566
| -13% | -$3.41M | 0.2% | 116 |
|
|
2017
Q2 | $24.9M | Buy |
278,782
+65,307
| +31% | +$5.84M | 0.22% | 103 |
|
|
2017
Q1 | $19M | Sell |
213,475
-21,017
| -9% | -$1.87M | 0.18% | 129 |
|
|
2016
Q4 | $19.5M | Sell |
234,492
-34,774
| -13% | -$2.89M | 0.19% | 113 |
|
|
2016
Q3 | $21.3M | Buy |
269,266
+55,353
| +26% | +$4.37M | 0.21% | 111 |
|
|
2016
Q2 | $16.3M | Buy |
213,913
+126,085
| +144% | +$9.58M | 0.17% | 138 |
|
|
2016
Q1 | $6.47M | Buy |
87,828
+3,531
| +4% | +$260K | 0.07% | 285 |
|
|
2015
Q4 | $5.95M | Buy |
84,297
+1,728
| +2% | +$122K | 0.07% | 297 |
|
|
2015
Q3 | $5.35M | Buy |
82,569
+2,080
| +3% | +$135K | 0.06% | 306 |
|
|
2015
Q2 | $6.49M | Sell |
80,489
-1,285
| -2% | -$104K | 0.08% | 297 |
|
|
2015
Q1 | $6.91M | Buy |
81,774
+76,336
| +1,404% | +$6.45M | 0.08% | 286 |
|
|
2014
Q4 | $448K | Sell |
5,438
-276,452
| -98% | -$22.8M | 0.01% | 855 |
|
|
2014
Q3 | $24.3M | Buy |
+281,890
| New | +$24.3M | 0.42% | 59 |
|