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

Atria Wealth Solutions’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
2025 Q2	$202K	Buy	+1,442	New	+$191K	﹤0.01%	1390
2025 Q1	–	Sell	-2,009	Closed	-$261K	–	1977
2024 Q4	$261K	Buy	2,009 +8	+0.4%	+$1.16K	﹤0.01%	1643
2024 Q3	$300K	Buy	2,001 +64	+3%	+$9.13K	﹤0.01%	1517
2024 Q2	$271K	Buy	1,937 +7	+0.4%	+$1.01K	﹤0.01%	1570
2024 Q1	$285K	Buy	1,930 +6	+0.3%	+$824	﹤0.01%	1586
2023 Q4	$266K	Buy	+1,924	New	+$247K	﹤0.01%	1580

Other funds holding IYM

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

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

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

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

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

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

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

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return