Wealth Enhancement Advisory Services’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 | $552K | Buy |
3,818
+196
| +5% | +$28.4K | ﹤0.01% | 2140 |
|
|
2025
Q1 | $488K | Buy |
3,622
+527
| +17% | +$71K | ﹤0.01% | 2074 |
|
|
2024
Q4 | $402K | Buy |
3,095
+1,629
| +111% | +$212K | ﹤0.01% | 2129 |
|
|
2024
Q3 | $220K | Buy |
1,466
+17
| +1% | +$2.55K | ﹤0.01% | 2372 |
|
|
2024
Q2 | $203K | Sell |
1,449
-6
| -0.4% | -$840 | ﹤0.01% | 2285 |
|
|
2024
Q1 | $215K | Buy |
1,455
+2
| +0.1% | +$295 | ﹤0.01% | 2144 |
|
|
2023
Q4 | $201K | Buy |
+1,453
| New | +$201K | ﹤0.01% | 2085 |
|