Family Asset Management’s iShares US Basic Materials ETF IYM Stock Holding History

Family Asset 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 Q3	$237K	Sell	1,579 -67	-4%	-$9.56K	0.14%	97
2024 Q2	$230K	Sell	1,646 -163	-9%	-$23.4K	0.15%	98
2024 Q1	$267K	Sell	1,809 -107	-6%	-$14.7K	0.17%	93
2023 Q4	$265K	Sell	1,916 -1,470	-43%	-$189K	0.18%	89
2023 Q3	$428K	Sell	3,386 -224	-6%	-$29.6K	0.32%	65
2023 Q2	$480K	Sell	3,610 -1,672	-32%	-$215K	0.32%	63
2023 Q1	$700K	Buy	5,282 +3,765	+248%	+$500K	0.51%	46
2022 Q4	$189K	Buy	+1,517	New	+$187K	0.16%	95

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

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

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

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

Family Asset Management's IYM Position: Q3 2024 in Review

Family Asset Management reduced its iShares US Basic Materials ETF (IYM) stake by 4.1% in Q3 2024, selling an estimated $9.56K and leaving 1,579 shares worth $237K. The position accounts for 0.14% of the portfolio, ranked #97.

Family Asset Management first reported a position in IYM in Q4 2022 and has held it in 8 quarters since. The position peaked at $700K in Q1 2023. 187 funds tracked by Wall St. Rank hold IYM as of Q3 2024.

Family Asset Management held 1,579 shares of iShares US Basic Materials ETF worth $237K as of Q3 2024.
Family Asset Management sold 67 iShares US Basic Materials ETF shares in Q3 2024, an estimated $9.56K.
iShares US Basic Materials ETF made up 0.14% of Family Asset Management's portfolio in Q3 2024, its #97 holding.
Family Asset Management first reported a position in iShares US Basic Materials ETF in Q4 2022 and has held it in 8 quarters since.
Family Asset Management's iShares US Basic Materials ETF position peaked at $700K in Q1 2023.
187 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.