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55I LLC’s iShares US Basic Materials ETF IYM Stock Holding History

55I LLC’s Portfolio IYM Stock Details IYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$416K Sell
3,848
-858
-18% -$103K 0.01% 424
2022
Q2 		$554K Buy
4,706
+2,100
+81% +$290K 0.02% 337
2022
Q1 		$390K Buy
+2,606
New +$360K 0.01% 392

Other funds holding IYM

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

55I LLC's IYM Position: Q3 2022 in Review

55I LLC reduced its iShares US Basic Materials ETF (IYM) stake by 18% in Q3 2022, selling an estimated $103K and leaving 3,848 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #424.

55I LLC first reported a position in IYM in Q1 2022 and has held it in 3 quarters since. The position peaked at $554K in Q2 2022. 195 funds tracked by Wall St. Rank hold IYM as of Q3 2022.

  • 55I LLC held 3,848 shares of iShares US Basic Materials ETF worth $416K as of Q3 2022.
  • 55I LLC sold 858 iShares US Basic Materials ETF shares in Q3 2022, an estimated $103K.
  • iShares US Basic Materials ETF made up 0.01% of 55I LLC's portfolio in Q3 2022, its #424 holding.
  • 55I LLC first reported a position in iShares US Basic Materials ETF in Q1 2022 and has held it in 3 quarters since.
  • 55I LLC's iShares US Basic Materials ETF position peaked at $554K in Q2 2022.
  • 195 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.