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Balboa Wealth Partners’s iShares US Basic Materials ETF IYM Stock Holding History

Balboa Wealth Partners’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
2023
Q3 		– Sell
-4,603
Closed -$612K – 302
2023
Q2 		$612K Buy
+4,603
New +$593K 0.21% 86

Other funds holding IYM

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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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Balboa Wealth Partners's IYM Position: Q3 2023 in Review

Balboa Wealth Partners sold out of iShares US Basic Materials ETF (IYM) in Q3 2023, closing a stake of 4,603 shares — an estimated $612K sold.

Balboa Wealth Partners first reported a position in IYM in Q2 2023 and held it in 1 quarter. The position peaked at $612K in Q2 2023. 192 funds tracked by Wall St. Rank hold IYM as of Q3 2023.

  • Balboa Wealth Partners reported no remaining iShares US Basic Materials ETF position as of Q3 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 4,603 iShares US Basic Materials ETF shares in Q3 2023, an estimated $612K.
  • Balboa Wealth Partners first reported a position in iShares US Basic Materials ETF in Q2 2023 and held it in 1 quarter.
  • Balboa Wealth Partners's iShares US Basic Materials ETF position peaked at $612K in Q2 2023.
  • 192 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2023.

Based on Balboa Wealth Partners's 13F filing for Q3 2023, filed 23 Oct 2023.