Wealth Management Partners’s iShares US Basic Materials ETF IYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $376K | Buy |
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|
2025
Q2 | $351K | Sell |
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|
2025
Q1 | $345K | Hold |
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|
2024
Q4 | $332K | Hold |
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|
2024
Q3 | $384K | Buy |
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|
2024
Q2 | $352K | Hold |
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|
2024
Q1 | $371K | Sell |
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|
2023
Q4 | $350K | Buy |
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|
2023
Q3 | $315K | Sell |
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|
2023
Q2 | $369K | Sell |
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|
2023
Q1 | $373K | Sell |
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|
2022
Q4 | $338K | Hold |
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|
2022
Q3 | $301K | Hold |
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|
2022
Q2 | $345K | Hold |
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|
2022
Q1 | $520K | Hold |
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|
2021
Q4 | $438K | Sell |
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|
2021
Q3 | $389K | Sell |
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|
2021
Q2 | $586K | Buy |
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