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

Bison Wealth’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
2022
Q3 		– Sell
-20
Closed -$2K – 296
2022
Q2 		$2K Sell
20
-142
-88% -$19.6K ﹤0.01% 310
2022
Q1 		$24K Buy
+162
New +$22.4K 0.01% 295

Other funds holding IYM

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bison Wealth's IYM Position: Q3 2022 in Review

Bison Wealth sold out of iShares US Basic Materials ETF (IYM) in Q3 2022, closing a stake of 20 shares — an estimated $2K sold.

Bison Wealth first reported a position in IYM in Q1 2022 and held it in 2 quarters. The position peaked at $24K in Q1 2022. 195 funds tracked by Wall St. Rank hold IYM as of Q3 2022.

  • Bison Wealth reported no remaining iShares US Basic Materials ETF position as of Q3 2022 after selling out during the quarter.
  • Bison Wealth sold 20 iShares US Basic Materials ETF shares in Q3 2022, an estimated $2K.
  • Bison Wealth first reported a position in iShares US Basic Materials ETF in Q1 2022 and held it in 2 quarters.
  • Bison Wealth's iShares US Basic Materials ETF position peaked at $24K in Q1 2022.
  • 195 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2022.

Based on Bison Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.