Avantax Advisory Services’s iShares US Basic Materials ETF IYM Stock Holding History

Avantax Advisory 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
2022 Q3	–	Sell	-2,328	Closed	-$274K	–	1361
2022 Q2	$274K	Sell	2,328 -112	-5%	-$15.5K	﹤0.01%	1051
2022 Q1	$366K	Buy	2,440 +7	+0.3%	+$967	0.01%	911
2021 Q4	$341K	Sell	2,433 -5	-0.2%	-$673	0.01%	919
2021 Q3	$303K	Buy	2,438 +73	+3%	+$9.52K	0.01%	924
2021 Q2	$308K	Buy	2,365 +6	+0.3%	+$802	0.01%	894
2021 Q1	$297K	Buy	2,359 +6	+0.3%	+$717	0.01%	811
2020 Q4	$266K	Sell	2,353 -1,132	-32%	-$121K	0.01%	775
2020 Q3	$344K	Buy	3,485 +1,050	+43%	+$103K	0.01%	960
2020 Q2	$218K	Buy	+2,435	New	+$201K	0.01%	753
2020 Q1	–	Sell	-2,419	Closed	-$237K	–	850
2019 Q4	$237K	Buy	+2,419	New	+$227K	0.01%	723

Other funds holding IYM

Manulife (Manufacturers Life Insurance)

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

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

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

MML Investors Services

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

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