Altium Wealth Management’s iShares US Basic Materials ETF IYM Stock Holding History

Altium Wealth Management’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
2020 Q1	–	Sell	-2,300	Closed	-$225K	–	344
2019 Q4	$225K	Hold	2,300	–	–	0.03%	257
2019 Q3	$212K	Sell	2,300 -100	-4%	-$9.21K	0.03%	261
2019 Q2	$228K	Hold	2,400	–	–	0.03%	244
2019 Q1	$219K	Hold	2,400	–	–	0.03%	251
2018 Q4	$202K	Buy	2,400 +100	+4%	+$8.95K	0.04%	240
2018 Q3	$226K	Hold	2,300	–	–	0.04%	257
2018 Q2	$228K	Buy	+2,300	New	+$230K	0.06%	226

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

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

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

CAM

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Altium Wealth Management's IYM Position: Q1 2020 in Review

Altium Wealth Management sold out of iShares US Basic Materials ETF (IYM) in Q1 2020, closing a stake of 2,300 shares — an estimated $225K sold.

Altium Wealth Management first reported a position in IYM in Q2 2018 and held it in 7 quarters. The position peaked at $228K in Q2 2019. 110 funds tracked by Wall St. Rank hold IYM as of Q1 2020.

Altium Wealth Management reported no remaining iShares US Basic Materials ETF position as of Q1 2020 after selling out during the quarter.
Altium Wealth Management sold 2,300 iShares US Basic Materials ETF shares in Q1 2020, an estimated $225K.
Altium Wealth Management first reported a position in iShares US Basic Materials ETF in Q2 2018 and held it in 7 quarters.
Altium Wealth Management's iShares US Basic Materials ETF position peaked at $228K in Q2 2019.
110 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2020.

Based on Altium Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.