Formidable Asset Management’s iShares US Basic Materials ETF IYM Stock Holding History

Formidable Asset Management’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
2015 Q3	–	Sell	-35	Closed	-$3K	–	627
2015 Q2	$3K	Hold	35	–	–	﹤0.01%	475
2015 Q1	$3K	Buy	+35	New	+$2.9K	﹤0.01%	463
2014 Q4	–	Hold	0	–	–	–	432

Other funds holding IYM

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Formidable Asset Management's IYM Position: Q3 2015 in Review

Formidable Asset Management sold out of iShares US Basic Materials ETF (IYM) in Q3 2015, closing a stake of 35 shares — an estimated $3K sold.

Formidable Asset Management first reported a position in IYM in Q1 2015 and held it in 2 quarters. The position peaked at $3K in Q2 2015. 83 funds tracked by Wall St. Rank hold IYM as of Q3 2015.

Formidable Asset Management reported no remaining iShares US Basic Materials ETF position as of Q3 2015 after selling out during the quarter.
Formidable Asset Management sold 35 iShares US Basic Materials ETF shares in Q3 2015, an estimated $3K.
Formidable Asset Management first reported a position in iShares US Basic Materials ETF in Q1 2015 and held it in 2 quarters.
Formidable Asset Management's iShares US Basic Materials ETF position peaked at $3K in Q2 2015.
83 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2015.

Based on Formidable Asset Management's 13F filing for Q3 2015, filed 12 Nov 2015.