Dorchester Wealth Management’s iShares US Basic Materials ETF IYM Stock Holding History

Dorchester Wealth Management’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
2024 Q4	–	Sell	-1,365	Closed	-$206K	–	157
2024 Q3	$206K	Buy	+1,365	New	+$195K	0.04%	149
2024 Q2	–	Sell	-1,365	Closed	-$201K	–	167
2024 Q1	$201K	Buy	+1,365	New	+$187K	0.04%	156
2022 Q2	–	Sell	-1,185	Closed	-$224K	–	163
2022 Q1	$224K	Buy	+1,185	New	+$164K	0.04%	152

Other funds holding IYM

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Dorchester Wealth Management's IYM Position: Q4 2024 in Review

Dorchester Wealth Management sold out of iShares US Basic Materials ETF (IYM) in Q4 2024, closing a stake of 1,365 shares — an estimated $206K sold.

Dorchester Wealth Management first reported a position in IYM in Q1 2022 and held it in 3 quarters. The position peaked at $224K in Q1 2022. 178 funds tracked by Wall St. Rank hold IYM as of Q4 2024.

Dorchester Wealth Management reported no remaining iShares US Basic Materials ETF position as of Q4 2024 after selling out during the quarter.
Dorchester Wealth Management sold 1,365 iShares US Basic Materials ETF shares in Q4 2024, an estimated $206K.
Dorchester Wealth Management first reported a position in iShares US Basic Materials ETF in Q1 2022 and held it in 3 quarters.
Dorchester Wealth Management's iShares US Basic Materials ETF position peaked at $224K in Q1 2022.
178 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.