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

Financial Life Planners’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
2025
Q1 		– Sell
-148
Closed -$19.2K – 232
2024
Q4 		$19.2K Buy
+148
New +$21.4K 0.02% 210

Other funds holding IYM

Citigroup
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Life Planners's IYM Position: Q1 2025 in Review

Financial Life Planners sold out of iShares US Basic Materials ETF (IYM) in Q1 2025, closing a stake of 148 shares — an estimated $19.2K sold.

Financial Life Planners first reported a position in IYM in Q4 2024 and held it in 1 quarter. The position peaked at $19.2K in Q4 2024. 182 funds tracked by Wall St. Rank hold IYM as of Q1 2025.

  • Financial Life Planners reported no remaining iShares US Basic Materials ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Life Planners sold 148 iShares US Basic Materials ETF shares in Q1 2025, an estimated $19.2K.
  • Financial Life Planners first reported a position in iShares US Basic Materials ETF in Q4 2024 and held it in 1 quarter.
  • Financial Life Planners's iShares US Basic Materials ETF position peaked at $19.2K in Q4 2024.
  • 182 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2025.

Based on Financial Life Planners's 13F filing for Q1 2025, filed 23 Apr 2025.