Blackston Financial Advisory Group’s iShares US Basic Materials ETF IYM Stock Holding History

Blackston Financial Advisory Group’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	-3,550	Closed	-$472K	–	93
2023 Q2	$472K	Sell	3,550 -44	-1%	-$5.67K	0.34%	45
2023 Q1	$476K	Buy	3,594 +1,530	+74%	+$203K	0.36%	48
2022 Q4	$258K	Buy	2,064 +21	+1%	+$2.58K	0.19%	78
2022 Q3	$242K	Sell	2,043 -386	-16%	-$46.3K	0.17%	77
2022 Q2	$284K	Sell	2,429 -3,502	-59%	-$484K	0.19%	70
2022 Q1	$739K	Buy	+5,931	New	+$819K	0.48%	31

Other funds holding IYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Blackston Financial Advisory Group's IYM Position: Q3 2023 in Review

Blackston Financial Advisory Group sold out of iShares US Basic Materials ETF (IYM) in Q3 2023, closing a stake of 3,550 shares — an estimated $472K sold.

Blackston Financial Advisory Group first reported a position in IYM in Q1 2022 and held it in 6 quarters. The position peaked at $739K in Q1 2022. 192 funds tracked by Wall St. Rank hold IYM as of Q3 2023.

Blackston Financial Advisory Group reported no remaining iShares US Basic Materials ETF position as of Q3 2023 after selling out during the quarter.
Blackston Financial Advisory Group sold 3,550 iShares US Basic Materials ETF shares in Q3 2023, an estimated $472K.
Blackston Financial Advisory Group first reported a position in iShares US Basic Materials ETF in Q1 2022 and held it in 6 quarters.
Blackston Financial Advisory Group's iShares US Basic Materials ETF position peaked at $739K in Q1 2022.
192 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2023.

Based on Blackston Financial Advisory Group's 13F filing for Q3 2023, filed 26 Jan 2024.