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
2026 Q1	$776K	Buy	4,412 +1,544	+54%	+$270K	0.22%	83
2025 Q4	$442K	Buy	2,868 +334	+13%	+$49.5K	0.13%	105
2025 Q3	$376K	Buy	2,534 +84	+3%	+$12.3K	0.12%	109
2025 Q2	$351K	Sell	2,450 -109	-4%	-$14.5K	0.12%	104
2025 Q1	$345K	Hold	2,559	–	–	0.16%	88
2024 Q4	$332K	Hold	2,559	–	–	0.14%	92
2024 Q3	$384K	Buy	2,559 +48	+2%	+$6.85K	0.18%	85
2024 Q2	$352K	Hold	2,511	–	–	0.17%	79
2024 Q1	$371K	Sell	2,511 -24	-0.9%	-$3.29K	0.19%	83
2023 Q4	$350K	Buy	2,535 +42	+2%	+$5.39K	0.2%	81
2023 Q3	$315K	Sell	2,493 -284	-10%	-$37.5K	0.2%	79
2023 Q2	$369K	Sell	2,777 -37	-1%	-$4.77K	0.23%	78
2023 Q1	$373K	Sell	2,814 -186	-6%	-$24.7K	0.26%	75
2022 Q4	$338K	Hold	3,000	–	–	0.28%	68
2022 Q3	$301K	Hold	3,000	–	–	0.26%	71
2022 Q2	$345K	Hold	3,000	–	–	0.3%	66
2022 Q1	$520K	Hold	3,000	–	–	0.37%	56
2021 Q4	$438K	Sell	3,000 -121	-4%	-$16.3K	0.3%	69
2021 Q3	$389K	Sell	3,121 -1,372	-31%	-$179K	0.29%	70
2021 Q2	$586K	Buy	+4,493	New	+$601K	0.41%	59