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Benjamin F. Edwards & Company’s iShares US Basic Materials ETF IYM Stock Holding History

Benjamin F. Edwards & Company’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 		– Sell
-689
Closed -$91K – 1802
2023
Q1 		$91K Buy
+689
New +$91.6K ﹤0.01% 943
2021
Q3 		– Sell
-253
Closed -$33K – 1736
2021
Q2 		$33K Buy
+253
New +$33.8K ﹤0.01% 1112
2020
Q3 		– Sell
-63
Closed -$6K – 1719
2020
Q2 		$6K Hold
63
– – ﹤0.01% 1382
2020
Q1 		$4K Hold
63
– – ﹤0.01% 1482
2019
Q4 		$6K Buy
+63
New +$5.92K ﹤0.01% 1554
2019
Q3 		– Sell
-109
Closed -$10K – 1901
2019
Q2 		$10K Sell
109
-158
-59% -$14.5K ﹤0.01% 1416
2019
Q1 		$24K Hold
267
– – ﹤0.01% 1083
2018
Q4 		$22K Sell
267
-713
-73% -$63.8K ﹤0.01% 1068
2018
Q3 		$96K Sell
980
-420
-30% -$42.2K 0.01% 683
2018
Q2 		$139K Buy
1,400
+1,186
+554% +$119K 0.01% 592
2018
Q1 		$21K Buy
+214
New +$21.9K ﹤0.01% 1058
2017
Q4 		– Sell
-1,110
Closed -$106K – 1599
2017
Q3 		$106K Buy
+1,110
New +$103K 0.01% 591
2015
Q3 		– Sell
-5,355
Closed -$432K – 1166
2015
Q2 		$432K Buy
5,355
+543
+11% +$45.7K 0.09% 224
2015
Q1 		$394K Buy
4,812
+305
+7% +$25.3K 0.08% 220
2014
Q4 		$372K Buy
4,507
+80
+2% +$6.65K 0.09% 220
2014
Q3 		$381K Buy
4,427
+122
+3% +$10.7K 0.1% 212
2014
Q2 		$377K Buy
4,305
+114
+3% +$9.69K 0.1% 207
2014
Q1 		$349K Buy
4,191
+236
+6% +$19.1K 0.1% 193
2013
Q4 		$322K Buy
3,955
+113
+3% +$8.76K 0.11% 190
2013
Q3 		$284K Sell
3,842
-29
-0.7% -$2.08K 0.11% 182
2013
Q2 		$260K Buy
+3,871
New +$271K 0.1% 179

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

Benjamin F. Edwards & Company's IYM Position: Q2 2023 in Review

Benjamin F. Edwards & Company sold out of iShares US Basic Materials ETF (IYM) in Q2 2023, closing a stake of 689 shares — an estimated $91K sold.

Benjamin F. Edwards & Company first reported a position in IYM in Q2 2013 and held it in 21 quarters. The position peaked at $432K in Q2 2015. 202 funds tracked by Wall St. Rank hold IYM as of Q2 2023.

  • Benjamin F. Edwards & Company reported no remaining iShares US Basic Materials ETF position as of Q2 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 689 iShares US Basic Materials ETF shares in Q2 2023, an estimated $91K.
  • Benjamin F. Edwards & Company first reported a position in iShares US Basic Materials ETF in Q2 2013 and held it in 21 quarters.
  • Benjamin F. Edwards & Company's iShares US Basic Materials ETF position peaked at $432K in Q2 2015.
  • 202 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2023, filed 15 Aug 2023.