Advantage Investment Management’s iShares US Basic Materials ETF IYM Stock Holding History

Advantage Investment Management’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
2018 Q1	–	Sell	-11,117	Closed	-$1.14M	–	1029
2017 Q4	$1.14M	Sell	11,117 -7,615	-41%	-$756K	0.35%	65
2017 Q3	$1.79M	Sell	18,732 -9,447	-34%	-$873K	0.58%	38
2017 Q2	$2.52M	Buy	28,179 +7,346	+35%	+$653K	0.88%	32
2017 Q1	$1.86M	Sell	20,833 -37,746	-64%	-$3.31M	0.73%	32
2016 Q4	$4.87M	Sell	58,579 -18,336	-24%	-$1.48M	1.8%	12
2016 Q3	$6.08M	Buy	76,915 +34,701	+82%	+$2.75M	2.22%	12
2016 Q2	$3.21M	Buy	+42,214	New	+$3.22M	1.51%	14
2015 Q1	–	Sell	-679	Closed	-$56K	–	866
2014 Q4	$56K	Buy	+679	New	+$56.5K	0.04%	287

Other funds holding IYM

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Advantage Investment Management's IYM Position: Q1 2018 in Review

Advantage Investment Management sold out of iShares US Basic Materials ETF (IYM) in Q1 2018, closing a stake of 11,117 shares — an estimated $1.14M sold.

Advantage Investment Management first reported a position in IYM in Q4 2014 and held it in 8 quarters. The position peaked at $6.08M in Q3 2016. 142 funds tracked by Wall St. Rank hold IYM as of Q1 2018.

Advantage Investment Management reported no remaining iShares US Basic Materials ETF position as of Q1 2018 after selling out during the quarter.
Advantage Investment Management sold 11,117 iShares US Basic Materials ETF shares in Q1 2018, an estimated $1.14M.
Advantage Investment Management first reported a position in iShares US Basic Materials ETF in Q4 2014 and held it in 8 quarters.
Advantage Investment Management's iShares US Basic Materials ETF position peaked at $6.08M in Q3 2016.
142 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2018.

Based on Advantage Investment Management's 13F filing for Q1 2018, filed 15 May 2018.