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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Avantax Advisory Services's IYM Position: Q3 2022 in Review

Avantax Advisory Services sold out of iShares US Basic Materials ETF (IYM) in Q3 2022, closing a stake of 2,328 shares — an estimated $274K sold.

Avantax Advisory Services first reported a position in IYM in Q4 2019 and held it in 10 quarters. The position peaked at $366K in Q1 2022. 195 funds tracked by Wall St. Rank hold IYM as of Q3 2022.

Avantax Advisory Services reported no remaining iShares US Basic Materials ETF position as of Q3 2022 after selling out during the quarter.
Avantax Advisory Services sold 2,328 iShares US Basic Materials ETF shares in Q3 2022, an estimated $274K.
Avantax Advisory Services first reported a position in iShares US Basic Materials ETF in Q4 2019 and held it in 10 quarters.
Avantax Advisory Services's iShares US Basic Materials ETF position peaked at $366K in Q1 2022.
195 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2022.

Based on Avantax Advisory Services's 13F filing for Q3 2022, filed 2 Nov 2022.