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Founders Financial Securities’s iShares US Basic Materials ETF IYM Stock Holding History

Founders Financial Securities’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
Q4 		– Sell
-4,983
Closed -$621K – 273
2021
Q3 		$621K Buy
+4,983
New +$650K 0.13% 144
2021
Q1 		– Sell
-5,089
Closed -$577K – 260
2020
Q4 		$577K Buy
+5,089
New +$542K 0.14% 117

Other funds holding IYM

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Founders Financial Securities's IYM Position: Q4 2021 in Review

Founders Financial Securities sold out of iShares US Basic Materials ETF (IYM) in Q4 2021, closing a stake of 4,983 shares — an estimated $621K sold.

Founders Financial Securities first reported a position in IYM in Q4 2020 and held it in 2 quarters. The position peaked at $621K in Q3 2021. 178 funds tracked by Wall St. Rank hold IYM as of Q4 2021.

  • Founders Financial Securities reported no remaining iShares US Basic Materials ETF position as of Q4 2021 after selling out during the quarter.
  • Founders Financial Securities sold 4,983 iShares US Basic Materials ETF shares in Q4 2021, an estimated $621K.
  • Founders Financial Securities first reported a position in iShares US Basic Materials ETF in Q4 2020 and held it in 2 quarters.
  • Founders Financial Securities's iShares US Basic Materials ETF position peaked at $621K in Q3 2021.
  • 178 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2021.

Based on Founders Financial Securities's 13F filing for Q4 2021, filed 14 Feb 2022.