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Brick & Kyle Associates’s iShares US Basic Materials ETF IYM Stock Holding History

Brick & Kyle Associates’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
2017
Q2 		– Sell
-200
Closed -$18K – 227
2017
Q1 		$18K Hold
200
– – 0.01% 293
2016
Q4 		$17K Hold
200
– – 0.01% 297
2016
Q3 		$16K Hold
200
– – 0.01% 302
2016
Q2 		$15K Hold
200
– – 0.01% 306
2016
Q1 		$15K Hold
200
– – 0.01% 293
2015
Q4 		$14K Hold
200
– – 0.01% 302
2015
Q3 		$13K Hold
200
– – 0.01% 311
2015
Q2 		$16K Hold
200
– – 0.01% 313
2015
Q1 		$16K Hold
200
– – 0.01% 309
2014
Q4 		$16K Buy
+200
New +$16.6K 0.01% 299

Other funds holding IYM

CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return