Bull Oak Capital’s iShares US Basic Materials ETF IYM Stock Holding History

Bull Oak Capital’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	-12,517	Closed	-$1.47M	–	25
2022 Q2	$1.47M	Buy	+12,517	New	+$1.73M	1.36%	16

Other funds holding IYM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

Bull Oak Capital's IYM Position: Q3 2022 in Review

Bull Oak Capital sold out of iShares US Basic Materials ETF (IYM) in Q3 2022, closing a stake of 12,517 shares — an estimated $1.47M sold.

Bull Oak Capital first reported a position in IYM in Q2 2022 and held it in 1 quarter. The position peaked at $1.47M in Q2 2022. 195 funds tracked by Wall St. Rank hold IYM as of Q3 2022.

Bull Oak Capital reported no remaining iShares US Basic Materials ETF position as of Q3 2022 after selling out during the quarter.
Bull Oak Capital sold 12,517 iShares US Basic Materials ETF shares in Q3 2022, an estimated $1.47M.
Bull Oak Capital first reported a position in iShares US Basic Materials ETF in Q2 2022 and held it in 1 quarter.
Bull Oak Capital's iShares US Basic Materials ETF position peaked at $1.47M in Q2 2022.
195 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2022.

Based on Bull Oak Capital's 13F filing for Q3 2022, filed 18 Oct 2022.