Commonwealth Financial Services’s iShares US Basic Materials ETF IYM Stock Holding History

Commonwealth Financial 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
2017 Q1	$343K	Buy	3,856 +1,522	+65%	+$133K	0.37%	30
2016 Q4	$200K	Sell	2,334 -68,201	-97%	-$5.52M	0.2%	56
2016 Q3	$5.57M	Buy	70,535 +7,134	+11%	+$565K	5.24%	4
2016 Q2	$4.82M	Buy	+63,401	New	+$4.84M	5.67%	4
2015 Q3	–	Sell	-288	Closed	-$23K	–	244
2015 Q2	$23K	Hold	288	–	–	0.02%	125
2015 Q1	$24K	Hold	288	–	–	0.02%	127
2014 Q4	$24K	Buy	+288	New	+$23.9K	0.02%	116

Other funds holding IYM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Commonwealth Financial Services's IYM Position: Q1 2017 in Review

Commonwealth Financial Services increased its iShares US Basic Materials ETF (IYM) stake by 65% in Q1 2017, buying an estimated $133K and bringing the position to 3,856 shares worth $343K. The position accounts for 0.37% of the portfolio, ranked #30.

Commonwealth Financial Services first reported a position in IYM in Q4 2014 and has held it in 7 quarters since. The position peaked at $5.57M in Q3 2016. 132 funds tracked by Wall St. Rank hold IYM as of Q1 2017.

Commonwealth Financial Services held 3,856 shares of iShares US Basic Materials ETF worth $343K as of Q1 2017.
Commonwealth Financial Services bought 1,522 iShares US Basic Materials ETF shares in Q1 2017, an estimated $133K.
iShares US Basic Materials ETF made up 0.37% of Commonwealth Financial Services's portfolio in Q1 2017, its #30 holding.
Commonwealth Financial Services first reported a position in iShares US Basic Materials ETF in Q4 2014 and has held it in 7 quarters since.
Commonwealth Financial Services's iShares US Basic Materials ETF position peaked at $5.57M in Q3 2016.
132 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2017.

Based on Commonwealth Financial Services's 13F filing for Q1 2017, filed 20 Apr 2017.