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Ables Iannone Moore & Associates’s iShares US Basic Materials ETF IYM Stock Holding History

Ables Iannone Moore & Associates’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
2024
Q2 		– Sell
-75
Closed -$11.1K – 72
2024
Q1 		$11.1K Hold
75
– – 0.01% 65
2023
Q4 		$10.4K Buy
+75
New +$9.63K 0.01% 182

Other funds holding IYM

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ables Iannone Moore & Associates's IYM Position: Q2 2024 in Review

Ables Iannone Moore & Associates sold out of iShares US Basic Materials ETF (IYM) in Q2 2024, closing a stake of 75 shares — an estimated $11.1K sold.

Ables Iannone Moore & Associates first reported a position in IYM in Q4 2023 and held it in 2 quarters. The position peaked at $11.1K in Q1 2024. 193 funds tracked by Wall St. Rank hold IYM as of Q2 2024.

  • Ables Iannone Moore & Associates reported no remaining iShares US Basic Materials ETF position as of Q2 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 75 iShares US Basic Materials ETF shares in Q2 2024, an estimated $11.1K.
  • Ables Iannone Moore & Associates first reported a position in iShares US Basic Materials ETF in Q4 2023 and held it in 2 quarters.
  • Ables Iannone Moore & Associates's iShares US Basic Materials ETF position peaked at $11.1K in Q1 2024.
  • 193 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q2 2024, filed 11 Jul 2024.