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Advisors Preferred’s iShares US Basic Materials ETF IYM Stock Holding History

Advisors Preferred’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
Q1 		– Sell
-316
Closed -$43.6K – 234
2023
Q4 		$43.6K Hold
316
– – 0.01% 180
2023
Q3 		$39.3K Buy
316
+7
+2% +$925 0.01% 161
2023
Q2 		$41.3K Hold
309
– – 0.01% 120
2023
Q1 		$41.1K Buy
309
+37
+14% +$4.92K 0.01% 116
2022
Q4 		$33.9K Buy
+272
New +$33.5K 0.01% 132
2021
Q4 		– Sell
-458
Closed -$58K – 206
2021
Q3 		$58K Buy
+458
New +$59.7K 0.01% 164
2018
Q2 		– Sell
-199
Closed -$19K – 241
2018
Q1 		$19K Sell
199
-961
-83% -$98.5K 0.01% 216
2017
Q4 		$119K Buy
+1,160
New +$115K 0.05% 111
2017
Q2 		– Sell
-1,492
Closed -$133K – 244
2017
Q1 		$133K Buy
1,492
+46
+3% +$4.03K 0.07% 103
2016
Q4 		$120K Buy
+1,446
New +$117K 0.06% 99
2016
Q3 		– Sell
-1,247
Closed -$95K – 225
2016
Q2 		$95K Buy
+1,247
New +$95.2K 0.06% 64
2015
Q2 		– Sell
-158
Closed -$12.9K – 250
2015
Q1 		$12.9K Buy
158
+9
+6% +$746 0.01% 197
2014
Q4 		$12.3K Sell
149
-2,938
-95% -$244K 0.01% 265
2014
Q3 		$266K Buy
3,087
+939
+44% +$82.3K 0.17% 62
2014
Q2 		$188K Sell
2,148
-25,442
-92% -$2.16M 0.1% 70
2014
Q1 		$2.3M Buy
27,590
+17,577
+176% +$1.42M 1.05% 25
2013
Q4 		$815K Buy
+10,013
New +$776K 0.45% 53

Other funds holding IYM

PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Advisors Preferred's IYM Position: Q1 2024 in Review

Advisors Preferred sold out of iShares US Basic Materials ETF (IYM) in Q1 2024, closing a stake of 316 shares — an estimated $43.6K sold.

Advisors Preferred first reported a position in IYM in Q4 2013 and held it in 17 quarters. The position peaked at $2.3M in Q1 2014. 198 funds tracked by Wall St. Rank hold IYM as of Q1 2024.

  • Advisors Preferred reported no remaining iShares US Basic Materials ETF position as of Q1 2024 after selling out during the quarter.
  • Advisors Preferred sold 316 iShares US Basic Materials ETF shares in Q1 2024, an estimated $43.6K.
  • Advisors Preferred first reported a position in iShares US Basic Materials ETF in Q4 2013 and held it in 17 quarters.
  • Advisors Preferred's iShares US Basic Materials ETF position peaked at $2.3M in Q1 2014.
  • 198 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2024.

Based on Advisors Preferred's 13F filing for Q1 2024, filed 8 May 2024.