C2C Wealth Management’s iShares US Basic Materials ETF IYM Stock Holding History

C2C Wealth Management’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 Q4	–	Sell	-3,500	Closed	-$433K	–	161
2023 Q3	$433K	Hold	3,500	–	–	0.06%	162
2023 Q2	$471K	Hold	3,500	–	–	0.06%	159
2023 Q1	$464K	Buy	3,500 +1,500	+75%	+$199K	0.07%	153
2022 Q4	$264K	Sell	2,000 -2,000	-50%	-$246K	0.05%	146
2022 Q3	$465K	Hold	4,000	–	–	0.09%	107
2022 Q2	$472K	Sell	4,000 -1,500	-27%	-$207K	0.09%	108
2022 Q1	$847K	Hold	5,500	–	–	0.14%	84
2021 Q4	$771K	Buy	+5,500	New	+$741K	0.11%	99

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

C2C Wealth Management's IYM Position: Q4 2023 in Review

C2C Wealth Management sold out of iShares US Basic Materials ETF (IYM) in Q4 2023, closing a stake of 3,500 shares — an estimated $433K sold.

C2C Wealth Management first reported a position in IYM in Q4 2021 and held it in 8 quarters. The position peaked at $847K in Q1 2022. 203 funds tracked by Wall St. Rank hold IYM as of Q4 2023.

C2C Wealth Management reported no remaining iShares US Basic Materials ETF position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 3,500 iShares US Basic Materials ETF shares in Q4 2023, an estimated $433K.
C2C Wealth Management first reported a position in iShares US Basic Materials ETF in Q4 2021 and held it in 8 quarters.
C2C Wealth Management's iShares US Basic Materials ETF position peaked at $847K in Q1 2022.
203 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.