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FNY Investment Advisers’s iShares US Basic Materials ETF IYM Stock Holding History

FNY Investment Advisers’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
2023
Q4 		– Sell
-100
Closed -$12K – 621
2023
Q3 		$12K Buy
+100
New +$13.2K 0.01% 358
2018
Q3 		– Sell
-45
Closed -$4K – 1101
2018
Q2 		$4K Buy
+45
New +$4.5K ﹤0.01% 644

Other funds holding IYM

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
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FNY Investment Advisers's IYM Position: Q4 2023 in Review

FNY Investment Advisers sold out of iShares US Basic Materials ETF (IYM) in Q4 2023, closing a stake of 100 shares — an estimated $12K sold.

FNY Investment Advisers first reported a position in IYM in Q2 2018 and held it in 2 quarters. The position peaked at $12K in Q3 2023. 203 funds tracked by Wall St. Rank hold IYM as of Q4 2023.

  • FNY Investment Advisers reported no remaining iShares US Basic Materials ETF position as of Q4 2023 after selling out during the quarter.
  • FNY Investment Advisers sold 100 iShares US Basic Materials ETF shares in Q4 2023, an estimated $12K.
  • FNY Investment Advisers first reported a position in iShares US Basic Materials ETF in Q2 2018 and held it in 2 quarters.
  • FNY Investment Advisers's iShares US Basic Materials ETF position peaked at $12K in Q3 2023.
  • 203 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2023.

Based on FNY Investment Advisers's 13F filing for Q4 2023, filed 12 Jan 2024.