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Ballew Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Ballew Advisors’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
2018
Q4 		– Sell
-14
Closed -$1K – 282
2018
Q3 		$1K Buy
+14
New +$1.41K ﹤0.01% 437

Other funds holding IYM

CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ballew Advisors's IYM Position: Q4 2018 in Review

Ballew Advisors sold out of iShares US Basic Materials ETF (IYM) in Q4 2018, closing a stake of 14 shares — an estimated $1K sold.

Ballew Advisors first reported a position in IYM in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 127 funds tracked by Wall St. Rank hold IYM as of Q4 2018.

  • Ballew Advisors reported no remaining iShares US Basic Materials ETF position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 14 iShares US Basic Materials ETF shares in Q4 2018, an estimated $1K.
  • Ballew Advisors first reported a position in iShares US Basic Materials ETF in Q3 2018 and held it in 1 quarter.
  • Ballew Advisors's iShares US Basic Materials ETF position peaked at $1K in Q3 2018.
  • 127 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.