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

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

Bank of America

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

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return