EWG Elevate’s iShares US Basic Materials ETF IYM Stock Holding History

EWG Elevate’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
2023 Q3	–	Sell	-22,546	Closed	-$3M	–	110
2023 Q2	$3M	Sell	22,546 -733	-3%	-$94.4K	1.24%	29
2023 Q1	$3.09M	Buy	23,279 +23,104	+13,202%	+$3.07M	1.32%	29
2022 Q4	$21.8K	Sell	175 -6,258	-97%	-$770K	0.01%	275
2022 Q3	$696K	Sell	6,433 -10,516	-62%	-$1.26M	0.39%	41
2022 Q2	$2M	Buy	16,949 +13,015	+331%	+$1.8M	0.97%	26
2022 Q1	$588K	Sell	3,934 -9,425	-71%	-$1.3M	0.23%	54
2021 Q4	$1.87M	Sell	13,359 -21,111	-61%	-$2.84M	0.92%	33
2021 Q3	$4.29M	Sell	34,470 -6,068	-15%	-$791K	1.78%	21
2021 Q2	$5.32M	Buy	+40,538	New	+$5.42M	2.06%	21
2021 Q1	–	Sell	-57,269	Closed	-$6.5M	–	78
2020 Q4	$6.5M	Buy	+57,269	New	+$6.1M	2.99%	10

Other funds holding IYM

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWG Elevate's IYM Position: Q3 2023 in Review

EWG Elevate sold out of iShares US Basic Materials ETF (IYM) in Q3 2023, closing a stake of 22,546 shares — an estimated $3M sold.

EWG Elevate first reported a position in IYM in Q4 2020 and held it in 10 quarters. The position peaked at $6.5M in Q4 2020. 192 funds tracked by Wall St. Rank hold IYM as of Q3 2023.

EWG Elevate reported no remaining iShares US Basic Materials ETF position as of Q3 2023 after selling out during the quarter.
EWG Elevate sold 22,546 iShares US Basic Materials ETF shares in Q3 2023, an estimated $3M.
EWG Elevate first reported a position in iShares US Basic Materials ETF in Q4 2020 and held it in 10 quarters.
EWG Elevate's iShares US Basic Materials ETF position peaked at $6.5M in Q4 2020.
192 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2023.

Based on EWG Elevate's 13F filing for Q3 2023, filed 10 Oct 2023.