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Advisor Group’s iShares US Basic Materials ETF IYM Stock Holding History

Advisor Group’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
2019
Q4 		$311K Sell
3,169
-1,818
-36% -$171K ﹤0.01% 2032
2019
Q3 		$460K Sell
4,987
-2,356
-32% -$217K ﹤0.01% 1677
2019
Q2 		$696K Sell
7,343
-4,868
-40% -$447K 0.01% 1375
2019
Q1 		$1.12M Sell
12,211
-13,318
-52% -$1.2M 0.01% 1019
2018
Q4 		$2.14M Sell
25,529
-23,188
-48% -$2.07M 0.02% 609
2018
Q3 		$4.79M Buy
48,717
+2,054
+4% +$206K 0.05% 338
2018
Q2 		$4.62M Sell
46,663
-50,136
-52% -$5.01M 0.06% 267
2018
Q1 		$9.3M Buy
96,799
+12,203
+14% +$1.25M 0.13% 150
2017
Q4 		$8.65M Buy
84,596
+66,944
+379% +$6.64M 0.12% 167
2017
Q3 		$1.69M Sell
17,652
-23,394
-57% -$2.16M 0.03% 571
2017
Q2 		$3.67M Buy
41,046
+11,463
+39% +$1.02M 0.06% 294
2017
Q1 		$2.64M Sell
29,583
-9,733
-25% -$853K 0.05% 366
2016
Q4 		$3.27M Sell
39,316
-10,668
-21% -$863K 0.07% 281
2016
Q3 		$3.95M Buy
49,984
+7,990
+19% +$633K 0.09% 231
2016
Q2 		$3.19M Buy
+41,994
New +$3.2M 0.08% 260

Other funds holding IYM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Advisor Group's IYM Position: Q4 2019 in Review

Advisor Group reduced its iShares US Basic Materials ETF (IYM) stake by 36% in Q4 2019, selling an estimated $171K and leaving 3,169 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #2032.

Advisor Group first reported a position in IYM in Q2 2016 and has held it in 15 quarters since. The position peaked at $9.3M in Q1 2018. 132 funds tracked by Wall St. Rank hold IYM as of Q4 2019.

  • Advisor Group held 3,169 shares of iShares US Basic Materials ETF worth $311K as of Q4 2019.
  • Advisor Group sold 1,818 iShares US Basic Materials ETF shares in Q4 2019, an estimated $171K.
  • iShares US Basic Materials ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2032 holding.
  • Advisor Group first reported a position in iShares US Basic Materials ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's iShares US Basic Materials ETF position peaked at $9.3M in Q1 2018.
  • 132 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.