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

American Portfolios Advisors’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
2022 Q3	$45.3K	Buy	419 +1	+0.2%	+$120	﹤0.01%	1769
2022 Q2	$49.3K	Buy	418 +246	+143%	+$34K	﹤0.01%	1771
2022 Q1	$25.7K	Hold	172	–	–	﹤0.01%	2238
2021 Q4	$24.1K	Buy	172 +51	+42%	+$6.87K	﹤0.01%	2236
2021 Q3	$15.1K	Buy	121 +48	+66%	+$6.26K	﹤0.01%	2402
2021 Q2	$9.52K	Buy	+73	New	+$9.76K	﹤0.01%	2541
2021 Q1	–	Sell	-145	Closed	-$16.4K	–	3296
2020 Q4	$16.4K	Buy	145 +24	+20%	+$2.56K	﹤0.01%	1909
2020 Q3	$11.9K	Buy	+121	New	+$11.9K	﹤0.01%	1912
2018 Q4	–	Sell	-377	Closed	-$37.1K	–	2497
2018 Q3	$37.1K	Sell	377 -30	-7%	-$3.02K	﹤0.01%	1242
2018 Q2	$40.3K	Sell	407 -254	-38%	-$25.4K	0.01%	1161
2018 Q1	$63.5K	Sell	661 -511	-44%	-$52.4K	0.01%	926
2017 Q4	$120K	Buy	+1,172	New	+$116K	0.02%	667

Other funds holding IYM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

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

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

SFI

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

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

American Portfolios Advisors's IYM Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares US Basic Materials ETF (IYM) stake by 0.24% in Q3 2022, buying an estimated $120 and bringing the position to 419 shares worth $45.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1769.

American Portfolios Advisors first reported a position in IYM in Q4 2017 and has held it in 12 quarters since. The position peaked at $120K in Q4 2017. 195 funds tracked by Wall St. Rank hold IYM as of Q3 2022.

American Portfolios Advisors held 419 shares of iShares US Basic Materials ETF worth $45.3K as of Q3 2022.
American Portfolios Advisors bought 1 iShares US Basic Materials ETF share in Q3 2022, an estimated $120.
iShares US Basic Materials ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1769 holding.
American Portfolios Advisors first reported a position in iShares US Basic Materials ETF in Q4 2017 and has held it in 12 quarters since.
American Portfolios Advisors's iShares US Basic Materials ETF position peaked at $120K in Q4 2017.
195 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.