WhitTier Trust Company’s iShares US Basic Materials ETF IYM Stock Holding History

WhitTier Trust Company’s Portfolio IYM Stock Details IYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$350K	Hold	2,500	–	–	0.01%	437
2025 Q1	$337K	Buy	2,500 +1,671	+202%	+$225K	0.01%	440
2024 Q4	$108K	Buy	829 +329	+66%	+$42.7K	﹤0.01%	594
2024 Q3	$75.1K	Hold	500	–	–	﹤0.01%	662
2024 Q2	$70K	Hold	500	–	–	﹤0.01%	629
2024 Q1	$73.9K	Hold	500	–	–	﹤0.01%	615
2023 Q4	$69.1K	Hold	500	–	–	﹤0.01%	619
2023 Q3	$63.2K	Hold	500	–	–	﹤0.01%	606
2023 Q2	$66.5K	Hold	500	–	–	﹤0.01%	622
2023 Q1	$66.3K	Hold	500	–	–	﹤0.01%	610
2022 Q4	$62.4K	Hold	500	–	–	﹤0.01%	632
2022 Q3	$54K	Hold	500	–	–	﹤0.01%	654
2022 Q2	$59K	Hold	500	–	–	﹤0.01%	646
2022 Q1	$75K	Hold	500	–	–	﹤0.01%	611
2021 Q4	$70K	Hold	500	–	–	﹤0.01%	624
2021 Q3	$62K	Hold	500	–	–	﹤0.01%	642
2021 Q2	$65K	Hold	500	–	–	﹤0.01%	614
2021 Q1	$63K	Hold	500	–	–	﹤0.01%	602
2020 Q4	$57K	Hold	500	–	–	﹤0.01%	599
2020 Q3	$49K	Hold	500	–	–	﹤0.01%	606
2020 Q2	$45K	Hold	500	–	–	﹤0.01%	594
2020 Q1	$35K	Sell	500 -550	-52%	-$38.5K	﹤0.01%	613
2019 Q4	$103K	Hold	1,050	–	–	0.01%	481
2019 Q3	$97K	Hold	1,050	–	–	0.01%	494
2019 Q2	$100K	Hold	1,050	–	–	0.01%	490
2019 Q1	$96K	Hold	1,050	–	–	0.01%	486
2018 Q4	$88K	Sell	1,050 -100	-9%	-$8.38K	0.01%	483
2018 Q3	$113K	Hold	1,150	–	–	0.01%	467
2018 Q2	$114K	Sell	1,150 -1,000	-47%	-$99.1K	0.01%	460
2018 Q1	$207K	Hold	2,150	–	–	0.02%	374
2017 Q4	$220K	Sell	2,150 -2,500	-54%	-$256K	0.02%	344
2017 Q3	$445K	Hold	4,650	–	–	0.04%	269
2017 Q2	$415K	Hold	4,650	–	–	0.04%	269
2017 Q1	$415K	Hold	4,650	–	–	0.04%	268
2016 Q4	$387K	Hold	4,650	–	–	0.04%	262
2016 Q3	$367K	Sell	4,650 -150	-3%	-$11.8K	0.04%	265
2016 Q2	$365K	Sell	4,800 -500	-9%	-$38K	0.04%	270
2016 Q1	$388K	Sell	5,300 -900	-15%	-$65.9K	0.05%	258
2015 Q4	$437K	Sell	6,200 -250	-4%	-$17.6K	0.05%	246
2015 Q3	$417K	Sell	6,450 -75	-1%	-$4.85K	0.05%	253
2015 Q2	$525K	Hold	6,525	–	–	0.06%	245
2015 Q1	$534K	Hold	6,525	–	–	0.06%	243
2014 Q4	$538K	Hold	6,525	–	–	0.06%	247
2014 Q3	$562K	Hold	6,525	–	–	0.06%	237
2014 Q2	$571K	Hold	6,525	–	–	0.06%	238
2014 Q1	$544K	Hold	6,525	–	–	0.06%	226
2013 Q4	$531K	Hold	6,525	–	–	0.06%	227
2013 Q3	$483K	Sell	6,525 -150	-2%	-$11.1K	0.06%	226
2013 Q2	$447K	Buy	+6,675	New	+$447K	0.06%	225