FSA
IYM icon

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

Financial Services Advisory’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
-4,855
Closed -$633K – 52
2021
Q2 		$633K Buy
+4,855
New +$649K 0.27% 35

Other funds holding IYM

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $187B AUM 21.7% 1-Year Est. Return

Financial Services Advisory's IYM Position: Q3 2021 in Review

Financial Services Advisory sold out of iShares US Basic Materials ETF (IYM) in Q3 2021, closing a stake of 4,855 shares — an estimated $633K sold.

Financial Services Advisory first reported a position in IYM in Q2 2021 and held it in 1 quarter. The position peaked at $633K in Q2 2021. 182 funds tracked by Wall St. Rank hold IYM as of Q3 2021.

  • Financial Services Advisory reported no remaining iShares US Basic Materials ETF position as of Q3 2021 after selling out during the quarter.
  • Financial Services Advisory sold 4,855 iShares US Basic Materials ETF shares in Q3 2021, an estimated $633K.
  • Financial Services Advisory first reported a position in iShares US Basic Materials ETF in Q2 2021 and held it in 1 quarter.
  • Financial Services Advisory's iShares US Basic Materials ETF position peaked at $633K in Q2 2021.
  • 182 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2021.

Based on Financial Services Advisory's 13F filing for Q3 2021, filed 21 Oct 2021.