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

BDO Wealth 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
2023
Q2 		$77.3K Hold
581
– – 0.01% 367
2023
Q1 		$77K Sell
581
-8,175
-93% -$1.09M 0.01% 354
2022
Q4 		$1.09M Buy
8,756
+1
+0% +$123 0.14% 127
2022
Q3 		$947K Buy
8,755
+3
+0% +$360 0.13% 124
2022
Q2 		$1.03M Buy
8,752
+5,617
+179% +$777K 0.13% 122
2022
Q1 		$469K Buy
3,135
+310
+11% +$42.8K 0.05% 187
2021
Q4 		$396K Hold
2,825
– – 0.04% 206
2021
Q3 		$352K Buy
2,825
+225
+9% +$29.3K 0.04% 216
2021
Q2 		$339K Sell
2,600
-100
-4% -$13.4K 0.04% 228
2021
Q1 		$339K Buy
2,700
+1,085
+67% +$130K 0.04% 219
2020
Q4 		$183K Sell
1,615
-200
-11% -$21.3K 0.03% 239
2020
Q3 		$179K Sell
1,815
-177
-9% -$17.4K 0.03% 228
2020
Q2 		$178K Sell
1,992
-150
-7% -$12.4K 0.03% 227
2020
Q1 		$148K Buy
2,142
+177
+9% +$15.2K 0.03% 233
2019
Q4 		$192K Sell
1,965
-50
-2% -$4.7K 0.05% 196
2019
Q3 		$186K Sell
2,015
-60
-3% -$5.52K 0.05% 201
2019
Q2 		$197K Sell
2,075
-143
-6% -$13.1K 0.05% 194
2019
Q1 		$203K Hold
2,218
– – 0.06% 171
2018
Q4 		$186K Hold
2,218
– – 0.06% 155
2018
Q3 		$218K Hold
2,218
– – 0.07% 147
2018
Q2 		$220K Hold
2,218
– – 0.07% 151
2018
Q1 		$213K Sell
2,218
-215
-9% -$22K 0.08% 124
2017
Q4 		$249K Hold
2,433
– – 0.11% 98
2017
Q3 		$233K Sell
2,433
-200
-8% -$18.5K 0.12% 95
2017
Q2 		$235K Buy
+2,633
New +$234K 0.1% 120

Other funds holding IYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BDO Wealth Advisors's IYM Position: Q2 2023 in Review

BDO Wealth Advisors held its iShares US Basic Materials ETF (IYM) position steady in Q2 2023 at 581 shares worth $77.3K. The position accounts for 0.01% of the portfolio, ranked #367.

BDO Wealth Advisors first reported a position in IYM in Q2 2017 and has held it in 25 quarters since. The position peaked at $1.09M in Q4 2022. 202 funds tracked by Wall St. Rank hold IYM as of Q2 2023.

  • BDO Wealth Advisors held 581 shares of iShares US Basic Materials ETF worth $77.3K as of Q2 2023.
  • BDO Wealth Advisors left its iShares US Basic Materials ETF share count unchanged in Q2 2023.
  • iShares US Basic Materials ETF made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #367 holding.
  • BDO Wealth Advisors first reported a position in iShares US Basic Materials ETF in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's iShares US Basic Materials ETF position peaked at $1.09M in Q4 2022.
  • 202 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.