Wealth Management Partners’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 | $351K | Sell |
2,450
-109
| -4% | -$15.6K | 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% | +$7.21K | 0.18% | 85 |
|
|
2024
Q2 | $352K | Hold |
2,511
| – | – | 0.17% | 79 |
|
|
2024
Q1 | $371K | Sell |
2,511
-24
| -0.9% | -$3.55K | 0.19% | 83 |
|
|
2023
Q4 | $350K | Buy |
2,535
+42
| +2% | +$5.8K | 0.2% | 81 |
|
|
2023
Q3 | $315K | Sell |
2,493
-284
| -10% | -$35.9K | 0.2% | 79 |
|
|
2023
Q2 | $369K | Sell |
2,777
-37
| -1% | -$4.92K | 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% | -$17.7K | 0.3% | 69 |
|
|
2021
Q3 | $389K | Sell |
3,121
-1,372
| -31% | -$171K | 0.29% | 70 |
|
|
2021
Q2 | $586K | Buy |
+4,493
| New | +$586K | 0.41% | 59 |
|