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Dowling & Yahnke’s iShares US Basic Materials ETF IYM Stock Holding History

Dowling & Yahnke’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
Q3 		$1.16M Sell
10,741
-33
-0.3% -$3.96K 0.05% 211
2022
Q2 		$1.27M Buy
10,774
+160
+2% +$22.1K 0.06% 210
2022
Q1 		$1.59M Buy
10,614
+229
+2% +$31.6K 0.07% 191
2021
Q4 		$1.46M Sell
10,385
-685
-6% -$92.2K 0.07% 194
2021
Q3 		$1.38M Sell
11,070
-10
-0.1% -$1.3K 0.08% 194
2021
Q2 		$1.44M Sell
11,080
-40
-0.4% -$5.35K 0.08% 187
2021
Q1 		$1.4M Sell
11,120
-185
-2% -$22.1K 0.1% 177
2020
Q4 		$1.28M Sell
11,305
-380
-3% -$40.5K 0.09% 179
2020
Q3 		$1.15M Sell
11,685
-765
-6% -$75.1K 0.09% 174
2020
Q2 		$1.11M Sell
12,450
-245
-2% -$20.3K 0.09% 180
2020
Q1 		$879K Buy
12,695
+3,545
+39% +$305K 0.08% 184
2019
Q4 		$896K Sell
9,150
-65
-0.7% -$6.11K 0.07% 194
2019
Q3 		$850K Sell
9,215
-150
-2% -$13.8K 0.07% 195
2019
Q2 		$890K Hold
9,365
– – 0.07% 193
2019
Q1 		$856K Sell
9,365
-1,352
-13% -$121K 0.08% 179
2018
Q4 		$972K Buy
10,717
+1,030
+11% +$92.1K 0.1% 160
2018
Q3 		$953K Sell
9,687
-50
-0.5% -$5.03K 0.08% 192
2018
Q2 		$964K Sell
9,737
-190
-2% -$19K 0.09% 190
2018
Q1 		$954K Hold
9,927
– – 0.09% 195
2017
Q4 		$1.01M Sell
9,927
-240
-2% -$23.8K 0.09% 193
2017
Q3 		$974K Sell
10,167
-400
-4% -$37K 0.1% 181
2017
Q2 		$944K Sell
10,567
-70
-0.7% -$6.22K 0.1% 179
2017
Q1 		$948K Hold
10,637
– – 0.1% 178
2016
Q4 		$885K Hold
10,637
– – 0.1% 178
2016
Q3 		$840K Sell
10,637
-100
-0.9% -$7.93K 0.1% 173
2016
Q2 		$815K Sell
10,737
-345
-3% -$26.3K 0.1% 172
2016
Q1 		$812K Buy
11,082
+1,055
+11% +$70.9K 0.1% 170
2015
Q4 		$707K Sell
10,027
-220
-2% -$15.9K 0.09% 175
2015
Q3 		$663K Sell
10,247
-250
-2% -$18.2K 0.09% 174
2015
Q2 		$846K Hold
10,497
– – 0.11% 163
2015
Q1 		$860K Hold
10,497
– – 0.11% 163
2014
Q4 		$866K Sell
10,497
-50
-0.5% -$4.16K 0.11% 161
2014
Q3 		$908K Hold
10,547
– – 0.12% 151
2014
Q2 		$923K Sell
10,547
-2,785
-21% -$237K 0.12% 150
2014
Q1 		$1.11M Sell
13,332
-40
-0.3% -$3.24K 0.15% 144
2013
Q4 		$1.09M Sell
13,372
-200
-1% -$15.5K 0.15% 138
2013
Q3 		$1M Sell
13,572
-100
-0.7% -$7.18K 0.16% 140
2013
Q2 		$917K Buy
+13,672
New +$956K 0.15% 135

Other funds holding IYM

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dowling & Yahnke's IYM Position: Q3 2022 in Review

Dowling & Yahnke reduced its iShares US Basic Materials ETF (IYM) stake by 0.31% in Q3 2022, selling an estimated $3.96K and leaving 10,741 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #211.

Dowling & Yahnke first reported a position in IYM in Q2 2013 and has held it in 38 quarters since. The position peaked at $1.59M in Q1 2022. 195 funds tracked by Wall St. Rank hold IYM as of Q3 2022.

  • Dowling & Yahnke held 10,741 shares of iShares US Basic Materials ETF worth $1.16M as of Q3 2022.
  • Dowling & Yahnke sold 33 iShares US Basic Materials ETF shares in Q3 2022, an estimated $3.96K.
  • iShares US Basic Materials ETF made up 0.05% of Dowling & Yahnke's portfolio in Q3 2022, its #211 holding.
  • Dowling & Yahnke first reported a position in iShares US Basic Materials ETF in Q2 2013 and has held it in 38 quarters since.
  • Dowling & Yahnke's iShares US Basic Materials ETF position peaked at $1.59M in Q1 2022.
  • 195 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.