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Ahrens Investment Partners’s iShares US Basic Materials ETF IYM Stock Holding History

Ahrens Investment Partners’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 		$47.4K Buy
+358
New +$47.6K 0.02% 330
2022
Q3 		– Sell
-352
Closed -$41K – 547
2022
Q2 		$41K Buy
352
+202
+135% +$27.9K 0.02% 369
2022
Q1 		$22K Buy
+150
New +$20.7K 0.01% 563

Other funds holding IYM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ahrens Investment Partners's IYM Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in iShares US Basic Materials ETF (IYM) in Q1 2023: 358 shares worth $47.4K. The stake represents 0.02% of the portfolio and ranks #330 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in IYM as recently as Q2 2022.

Ahrens Investment Partners first reported a position in IYM in Q1 2022 and has held it in 3 quarters since. 210 funds tracked by Wall St. Rank hold IYM as of Q1 2023.

  • Ahrens Investment Partners held 358 shares of iShares US Basic Materials ETF worth $47.4K as of Q1 2023.
  • iShares US Basic Materials ETF was a new Ahrens Investment Partners position in Q1 2023.
  • iShares US Basic Materials ETF made up 0.02% of Ahrens Investment Partners's portfolio in Q1 2023, its #330 holding.
  • Ahrens Investment Partners first reported a position in iShares US Basic Materials ETF in Q1 2022 and has held it in 3 quarters since.
  • 210 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.