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CFS Investment Advisory Services’s iShares US Basic Materials ETF IYM Stock Holding History

CFS Investment Advisory Services’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
Q2 		– Sell
-74,780
Closed -$1K – 379
2022
Q1 		$1K Buy
+74,780
New +$10.3M ﹤0.01% 359

Other funds holding IYM

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Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

CFS Investment Advisory Services's IYM Position: Q2 2022 in Review

CFS Investment Advisory Services sold out of iShares US Basic Materials ETF (IYM) in Q2 2022, closing a stake of 74,780 shares — an estimated $1K sold.

CFS Investment Advisory Services first reported a position in IYM in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 217 funds tracked by Wall St. Rank hold IYM as of Q2 2022.

  • CFS Investment Advisory Services reported no remaining iShares US Basic Materials ETF position as of Q2 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 74,780 iShares US Basic Materials ETF shares in Q2 2022, an estimated $1K.
  • CFS Investment Advisory Services first reported a position in iShares US Basic Materials ETF in Q1 2022 and held it in 1 quarter.
  • CFS Investment Advisory Services's iShares US Basic Materials ETF position peaked at $1K in Q1 2022.
  • 217 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2022.

Based on CFS Investment Advisory Services's 13F filing for Q2 2022, filed 16 Aug 2022.