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Evolution Wealth Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Evolution Wealth Advisors’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
2019
Q1 		– Sell
-5,575
Closed -$468K – 126
2018
Q4 		$468K Buy
+5,575
New +$499K 0.21% 51

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OWD
Osborn Williams & Donohoe Cincinnati, Ohio $762M AUM 2.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Evolution Wealth Advisors's IYM Position: Q1 2019 in Review

Evolution Wealth Advisors sold out of iShares US Basic Materials ETF (IYM) in Q1 2019, closing a stake of 5,575 shares — an estimated $468K sold.

Evolution Wealth Advisors first reported a position in IYM in Q4 2018 and held it in 1 quarter. The position peaked at $468K in Q4 2018. 130 funds tracked by Wall St. Rank hold IYM as of Q1 2019.

  • Evolution Wealth Advisors reported no remaining iShares US Basic Materials ETF position as of Q1 2019 after selling out during the quarter.
  • Evolution Wealth Advisors sold 5,575 iShares US Basic Materials ETF shares in Q1 2019, an estimated $468K.
  • Evolution Wealth Advisors first reported a position in iShares US Basic Materials ETF in Q4 2018 and held it in 1 quarter.
  • Evolution Wealth Advisors's iShares US Basic Materials ETF position peaked at $468K in Q4 2018.
  • 130 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2019.

Based on Evolution Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.