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Financial Insights’s iShares US Basic Materials ETF IYM Stock Holding History

Financial Insights’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
2021
Q3 		– Sell
-500
Closed -$652K – 159
2021
Q2 		$652K Buy
+500
New +$66.8K 0.05% 138

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BFG
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Wells Fargo
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Insights's IYM Position: Q3 2021 in Review

Financial Insights sold out of iShares US Basic Materials ETF (IYM) in Q3 2021, closing a stake of 500 shares — an estimated $652K sold.

Financial Insights first reported a position in IYM in Q2 2021 and held it in 1 quarter. The position peaked at $652K in Q2 2021. 182 funds tracked by Wall St. Rank hold IYM as of Q3 2021.

  • Financial Insights reported no remaining iShares US Basic Materials ETF position as of Q3 2021 after selling out during the quarter.
  • Financial Insights sold 500 iShares US Basic Materials ETF shares in Q3 2021, an estimated $652K.
  • Financial Insights first reported a position in iShares US Basic Materials ETF in Q2 2021 and held it in 1 quarter.
  • Financial Insights's iShares US Basic Materials ETF position peaked at $652K in Q2 2021.
  • 182 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2021.

Based on Financial Insights's 13F filing for Q3 2021, filed 12 Nov 2021.