Bard Financial Services’s iShares US Basic Materials ETF IYM Stock Holding History

Bard Financial 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
2023 Q3	–	Sell	-3,000	Closed	-$399K	–	269
2023 Q2	$399K	Hold	3,000	–	–	0.03%	231
2023 Q1	$398K	Hold	3,000	–	–	0.03%	227
2022 Q4	$374K	Hold	3,000	–	–	0.03%	229
2022 Q3	$324K	Hold	3,000	–	–	0.03%	231
2022 Q2	$353K	Hold	3,000	–	–	0.03%	223
2022 Q1	$449K	Hold	3,000	–	–	0.04%	202
2021 Q4	$421K	Hold	3,000	–	–	0.03%	201
2021 Q3	$374K	Hold	3,000	–	–	0.03%	202
2021 Q2	$291K	Hold	3,000	–	–	0.03%	224
2021 Q1	$377K	Hold	3,000	–	–	0.04%	199
2020 Q4	$340K	Buy	+3,000	New	+$320K	0.03%	198

Other funds holding IYM

Bank of America

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

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 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 New York $871B AUM 31.28% 1-Year Est. Return