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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return