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Atria Investments’s iShares US Basic Materials ETF IYM Stock Holding History

Atria Investments’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
Q4 		– Sell
-11,041
Closed -$1.19M – 791
2022
Q3 		$1.19M Buy
11,041
+2,388
+28% +$286K 0.03% 660
2022
Q2 		$1.02M Sell
8,653
-30
-0.3% -$4.15K 0.02% 742
2022
Q1 		$1.3M Buy
+8,683
New +$1.2M 0.02% 737
2014
Q4 		– Sell
-3,600
Closed -$310K – 440
2014
Q3 		$310K Sell
3,600
-141
-4% -$12.4K 0.03% 357
2014
Q2 		$327K Sell
3,741
-19,461
-84% -$1.65M 0.03% 326
2014
Q1 		$1.93M Buy
23,202
+19,545
+534% +$1.58M 0.2% 99
2013
Q4 		$298K Sell
3,657
-11
-0.3% -$853 0.03% 378
2013
Q3 		$271K Buy
+3,668
New +$263K 0.03% 385

Other funds holding IYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return