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Freedom Investment Management’s iShares US Basic Materials ETF IYM Stock Holding History

Freedom Investment 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
-2,766
Closed -$223K – 708
2015
Q2 		$223K Sell
2,766
-1,454
-34% -$122K 0.02% 602
2015
Q1 		$346K Buy
+4,220
New +$350K 0.04% 432

Other funds holding IYM

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Freedom Investment Management's IYM Position: Q3 2015 in Review

Freedom Investment Management sold out of iShares US Basic Materials ETF (IYM) in Q3 2015, closing a stake of 2,766 shares — an estimated $223K sold.

Freedom Investment Management first reported a position in IYM in Q1 2015 and held it in 2 quarters. The position peaked at $346K in Q1 2015. 83 funds tracked by Wall St. Rank hold IYM as of Q3 2015.

  • Freedom Investment Management reported no remaining iShares US Basic Materials ETF position as of Q3 2015 after selling out during the quarter.
  • Freedom Investment Management sold 2,766 iShares US Basic Materials ETF shares in Q3 2015, an estimated $223K.
  • Freedom Investment Management first reported a position in iShares US Basic Materials ETF in Q1 2015 and held it in 2 quarters.
  • Freedom Investment Management's iShares US Basic Materials ETF position peaked at $346K in Q1 2015.
  • 83 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2015.

Based on Freedom Investment Management's 13F filing for Q3 2015, filed 13 Oct 2015.