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

FDx 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 Q2	–	Sell	-3,359	Closed	-$307K	–	818
2019 Q1	$307K	Buy	+3,359	New	+$302K	0.01%	592
2018 Q4	–	Sell	-3,359	Closed	-$331K	–	688
2018 Q3	$331K	Sell	3,359 -76	-2%	-$7.64K	0.01%	659
2018 Q2	$340K	Sell	3,435 -1,186	-26%	-$119K	0.01%	675
2018 Q1	$444K	Buy	+4,621	New	+$474K	0.01%	820
2017 Q4	–	Sell	-3,928	Closed	-$376K	–	1276
2017 Q3	$376K	Sell	3,928 -9,512	-71%	-$879K	0.01%	942
2017 Q2	$1.2M	Buy	13,440 +10,251	+321%	+$911K	0.04%	461
2017 Q1	$284K	Sell	3,189 -9,676	-75%	-$848K	0.01%	989
2016 Q4	$1.07M	Buy	12,865 +1,408	+12%	+$114K	0.03%	506
2016 Q3	$905K	Buy	11,457 +4,852	+73%	+$385K	0.04%	420
2016 Q2	$502K	Buy	+6,605	New	+$504K	0.02%	592

Other funds holding IYM

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

FDx Advisors's IYM Position: Q2 2019 in Review

FDx Advisors sold out of iShares US Basic Materials ETF (IYM) in Q2 2019, closing a stake of 3,359 shares — an estimated $307K sold.

FDx Advisors first reported a position in IYM in Q2 2016 and held it in 10 quarters. The position peaked at $1.2M in Q2 2017. 123 funds tracked by Wall St. Rank hold IYM as of Q2 2019.

FDx Advisors reported no remaining iShares US Basic Materials ETF position as of Q2 2019 after selling out during the quarter.
FDx Advisors sold 3,359 iShares US Basic Materials ETF shares in Q2 2019, an estimated $307K.
FDx Advisors first reported a position in iShares US Basic Materials ETF in Q2 2016 and held it in 10 quarters.
FDx Advisors's iShares US Basic Materials ETF position peaked at $1.2M in Q2 2017.
123 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2019.

Based on FDx Advisors's 13F filing for Q2 2019, filed 19 Jul 2019.