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Aris Wealth Services’s iShares US Basic Materials ETF IYM Stock Holding History

Aris Wealth Services’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
2015
Q3 		– Sell
-130
Closed -$10K – 440
2015
Q2 		$10K Hold
130
– – 0.01% 368
2015
Q1 		$11K Buy
+130
New +$10.8K 0.01% 355

Other funds holding IYM

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aris Wealth Services's IYM Position: Q3 2015 in Review

Aris Wealth Services sold out of iShares US Basic Materials ETF (IYM) in Q3 2015, closing a stake of 130 shares — an estimated $10K sold.

Aris Wealth Services first reported a position in IYM in Q1 2015 and held it in 2 quarters. The position peaked at $11K in Q1 2015. 83 funds tracked by Wall St. Rank hold IYM as of Q3 2015.

  • Aris Wealth Services reported no remaining iShares US Basic Materials ETF position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 130 iShares US Basic Materials ETF shares in Q3 2015, an estimated $10K.
  • Aris Wealth Services first reported a position in iShares US Basic Materials ETF in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's iShares US Basic Materials ETF position peaked at $11K in Q1 2015.
  • 83 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.