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Avior Wealth Management’s iShares US Basic Materials ETF IYM Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-185
Closed -$27.3K – 2994
2024
Q1 		$27.3K Buy
+185
New +$25.4K ﹤0.01% 1472
2022
Q1 		– Sell
-296
Closed -$41K – 1167
2021
Q4 		$41K Sell
296
-551
-65% -$74.2K ﹤0.01% 611
2021
Q3 		$105K Sell
847
-494
-37% -$64.4K 0.01% 484
2021
Q2 		$174K Sell
1,341
-13
-1% -$1.74K 0.02% 412
2021
Q1 		$170K Buy
+1,354
New +$162K 0.02% 410

Other funds holding IYM

Citigroup
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 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

Avior Wealth Management's IYM Position: Q2 2024 in Review

Avior Wealth Management sold out of iShares US Basic Materials ETF (IYM) in Q2 2024, closing a stake of 185 shares — an estimated $27.3K sold.

Avior Wealth Management first reported a position in IYM in Q1 2021 and held it in 5 quarters. The position peaked at $174K in Q2 2021. 193 funds tracked by Wall St. Rank hold IYM as of Q2 2024.

  • Avior Wealth Management reported no remaining iShares US Basic Materials ETF position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 185 iShares US Basic Materials ETF shares in Q2 2024, an estimated $27.3K.
  • Avior Wealth Management first reported a position in iShares US Basic Materials ETF in Q1 2021 and held it in 5 quarters.
  • Avior Wealth Management's iShares US Basic Materials ETF position peaked at $174K in Q2 2021.
  • 193 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.