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

Copperwynd Financial’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	-12,778	Closed	-$1.91M	–	127
2022 Q1	$1.91M	Buy	+12,778	New	+$1.77M	0.79%	29
2021 Q3	–	Sell	-25,278	Closed	-$3.29M	–	122
2021 Q2	$3.29M	Buy	+25,278	New	+$3.38M	1.4%	16
2018 Q1	–	Sell	-18,162	Closed	-$1.86M	–	97
2017 Q4	$1.86M	Buy	+18,162	New	+$1.8M	1.36%	19

Other funds holding IYM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Copperwynd Financial's IYM Position: Q2 2022 in Review

Copperwynd Financial sold out of iShares US Basic Materials ETF (IYM) in Q2 2022, closing a stake of 12,778 shares — an estimated $1.91M sold.

Copperwynd Financial first reported a position in IYM in Q4 2017 and held it in 3 quarters. The position peaked at $3.29M in Q2 2021. 217 funds tracked by Wall St. Rank hold IYM as of Q2 2022.

Copperwynd Financial reported no remaining iShares US Basic Materials ETF position as of Q2 2022 after selling out during the quarter.
Copperwynd Financial sold 12,778 iShares US Basic Materials ETF shares in Q2 2022, an estimated $1.91M.
Copperwynd Financial first reported a position in iShares US Basic Materials ETF in Q4 2017 and held it in 3 quarters.
Copperwynd Financial's iShares US Basic Materials ETF position peaked at $3.29M in Q2 2021.
217 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2022.

Based on Copperwynd Financial's 13F filing for Q2 2022, filed 5 Aug 2022.