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Aspen Wealth Strategies’s iShares US Basic Materials ETF IYM Stock Holding History

Aspen Wealth Strategies’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
2024
Q3 		– Sell
-2,793
Closed -$407K – 85
2024
Q2 		$407K Buy
2,793
+262
+10% +$37.7K 0.28% 49
2024
Q1 		$374K Sell
2,531
-288
-10% -$39.5K 0.26% 53
2023
Q4 		$390K Buy
2,819
+35
+1% +$4.49K 0.28% 50
2023
Q3 		$352K Buy
2,784
+686
+33% +$90.7K 0.27% 43
2023
Q2 		$279K Buy
+2,098
New +$270K 0.21% 60

Other funds holding IYM

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aspen Wealth Strategies's IYM Position: Q3 2024 in Review

Aspen Wealth Strategies sold out of iShares US Basic Materials ETF (IYM) in Q3 2024, closing a stake of 2,793 shares — an estimated $407K sold.

Aspen Wealth Strategies first reported a position in IYM in Q2 2023 and held it in 5 quarters. The position peaked at $407K in Q2 2024. 187 funds tracked by Wall St. Rank hold IYM as of Q3 2024.

  • Aspen Wealth Strategies reported no remaining iShares US Basic Materials ETF position as of Q3 2024 after selling out during the quarter.
  • Aspen Wealth Strategies sold 2,793 iShares US Basic Materials ETF shares in Q3 2024, an estimated $407K.
  • Aspen Wealth Strategies first reported a position in iShares US Basic Materials ETF in Q2 2023 and held it in 5 quarters.
  • Aspen Wealth Strategies's iShares US Basic Materials ETF position peaked at $407K in Q2 2024.
  • 187 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2024.

Based on Aspen Wealth Strategies's 13F filing for Q3 2024, filed 28 Oct 2024.