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FormulaFolio Investments’s iShares US Basic Materials ETF IYM Stock Holding History

FormulaFolio Investments’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
Q1 		– Sell
-307,053
Closed -$34.8M – 641
2020
Q4 		$34.8M Buy
307,053
+304,072
+10,200% +$32.4M 0.73% 35
2020
Q3 		$294K Buy
+2,981
New +$293K 0.01% 259

Other funds holding IYM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FormulaFolio Investments's IYM Position: Q1 2021 in Review

FormulaFolio Investments sold out of iShares US Basic Materials ETF (IYM) in Q1 2021, closing a stake of 307,053 shares — an estimated $34.8M sold.

FormulaFolio Investments first reported a position in IYM in Q3 2020 and held it in 2 quarters. The position peaked at $34.8M in Q4 2020. 152 funds tracked by Wall St. Rank hold IYM as of Q1 2021.

  • FormulaFolio Investments reported no remaining iShares US Basic Materials ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 307,053 iShares US Basic Materials ETF shares in Q1 2021, an estimated $34.8M.
  • FormulaFolio Investments first reported a position in iShares US Basic Materials ETF in Q3 2020 and held it in 2 quarters.
  • FormulaFolio Investments's iShares US Basic Materials ETF position peaked at $34.8M in Q4 2020.
  • 152 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.