Affiance Financial’s iShares US Basic Materials ETF IYM Stock Holding History

Affiance Financial’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
2023 Q1	–	Sell	-1,072	Closed	-$134K	–	265
2022 Q4	$134K	Hold	1,072	–	–	0.05%	116
2022 Q3	$116K	Hold	1,072	–	–	0.07%	84
2022 Q2	$126K	Hold	1,072	–	–	0.07%	88
2022 Q1	$160K	Hold	1,072	–	–	0.08%	97
2021 Q4	$150K	Hold	1,072	–	–	0.06%	109
2021 Q3	$133K	Hold	1,072	–	–	0.06%	114
2021 Q2	$140K	Hold	1,072	–	–	0.06%	115
2021 Q1	$135K	Hold	1,072	–	–	0.06%	113
2020 Q4	$122K	Hold	1,072	–	–	0.06%	103
2020 Q3	$106K	Sell	1,072 -147	-12%	-$14.4K	0.06%	102
2020 Q2	$109K	Hold	1,219	–	–	0.06%	97
2020 Q1	$84K	Hold	1,219	–	–	0.06%	89
2019 Q4	$119K	Buy	+1,219	New	+$115K	0.07%	100
2015 Q3	–	Sell	-3,155	Closed	-$254K	–	86
2015 Q2	$254K	Sell	3,155 -275	-8%	-$23.1K	0.32%	78
2015 Q1	$281K	Sell	3,430 -66	-2%	-$5.47K	0.43%	68
2014 Q4	$288K	Buy	+3,496	New	+$291K	0.51%	57

Other funds holding IYM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Affiance Financial's IYM Position: Q1 2023 in Review

Affiance Financial sold out of iShares US Basic Materials ETF (IYM) in Q1 2023, closing a stake of 1,072 shares — an estimated $134K sold.

Affiance Financial first reported a position in IYM in Q4 2014 and held it in 16 quarters. The position peaked at $288K in Q4 2014. 210 funds tracked by Wall St. Rank hold IYM as of Q1 2023.

Affiance Financial reported no remaining iShares US Basic Materials ETF position as of Q1 2023 after selling out during the quarter.
Affiance Financial sold 1,072 iShares US Basic Materials ETF shares in Q1 2023, an estimated $134K.
Affiance Financial first reported a position in iShares US Basic Materials ETF in Q4 2014 and held it in 16 quarters.
Affiance Financial's iShares US Basic Materials ETF position peaked at $288K in Q4 2014.
210 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.