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Crown Wealth Group’s iShares US Basic Materials ETF IYM Stock Holding History

Crown Wealth Group’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
-1,350
Closed -$202K – 88
2022
Q1 		$202K Buy
+1,350
New +$186K 0.14% 92

Other funds holding IYM

Manulife (Manufacturers Life Insurance)
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

Crown Wealth Group's IYM Position: Q2 2022 in Review

Crown Wealth Group sold out of iShares US Basic Materials ETF (IYM) in Q2 2022, closing a stake of 1,350 shares — an estimated $202K sold.

Crown Wealth Group first reported a position in IYM in Q1 2022 and held it in 1 quarter. The position peaked at $202K in Q1 2022. 217 funds tracked by Wall St. Rank hold IYM as of Q2 2022.

  • Crown Wealth Group reported no remaining iShares US Basic Materials ETF position as of Q2 2022 after selling out during the quarter.
  • Crown Wealth Group sold 1,350 iShares US Basic Materials ETF shares in Q2 2022, an estimated $202K.
  • Crown Wealth Group first reported a position in iShares US Basic Materials ETF in Q1 2022 and held it in 1 quarter.
  • Crown Wealth Group's iShares US Basic Materials ETF position peaked at $202K in Q1 2022.
  • 217 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2022.

Based on Crown Wealth Group's 13F filing for Q2 2022, filed 25 Jul 2022.