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Cary Street Partners Investment Advisory’s iShares US Basic Materials ETF IYM Stock Holding History

Cary Street Partners Investment Advisory’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
-50
Closed -$6.32K – 1235
2023
Q3 		$6.32K Hold
50
– – ﹤0.01% 1423
2023
Q2 		$6.65K Hold
50
– – ﹤0.01% 1335
2023
Q1 		$6.63K Sell
50
-100
-67% -$13.3K ﹤0.01% 1249
2022
Q4 		$18.7K Buy
+150
New +$18.4K ﹤0.01% 997

Other funds holding IYM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cary Street Partners Investment Advisory's IYM Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares US Basic Materials ETF (IYM) in Q4 2023, closing a stake of 50 shares — an estimated $6.32K sold.

Cary Street Partners Investment Advisory first reported a position in IYM in Q4 2022 and held it in 4 quarters. The position peaked at $18.7K in Q4 2022. 203 funds tracked by Wall St. Rank hold IYM as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining iShares US Basic Materials ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 50 iShares US Basic Materials ETF shares in Q4 2023, an estimated $6.32K.
  • Cary Street Partners Investment Advisory first reported a position in iShares US Basic Materials ETF in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's iShares US Basic Materials ETF position peaked at $18.7K in Q4 2022.
  • 203 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.