Fusion Family Wealth’s iShares US Basic Materials ETF IYM Stock Holding History

Fusion Family Wealth’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
2020 Q2	–	Sell	-75	Closed	-$5K	–	116
2020 Q1	$5K	Sell	75 -410	-85%	-$35.3K	﹤0.01%	104
2019 Q4	$48K	Hold	485	–	–	0.01%	63
2019 Q3	$45K	Sell	485 -20	-4%	-$1.84K	0.01%	65
2019 Q2	$48K	Hold	505	–	–	0.01%	76
2019 Q1	$46K	Sell	505 -101	-17%	-$9.07K	0.01%	67
2018 Q4	$51K	Sell	606 -190	-24%	-$17K	0.02%	110
2018 Q3	$78K	Sell	796 -713	-47%	-$71.7K	0.02%	97
2018 Q2	$149K	Sell	1,509 -66	-4%	-$6.6K	0.04%	73
2018 Q1	$151K	Sell	1,575 -1,020	-39%	-$105K	0.05%	63
2017 Q4	$265K	Sell	2,595 -765	-23%	-$75.9K	0.07%	60
2017 Q3	$322K	Sell	3,360 -94	-3%	-$8.69K	0.11%	40
2017 Q2	$309K	Sell	3,454 -76	-2%	-$6.75K	0.11%	55
2017 Q1	$315K	Sell	3,530 -1,780	-34%	-$156K	0.12%	55
2016 Q4	$453K	Buy	+5,310	New	+$430K	0.27%	40

Other funds holding IYM

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

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

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

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

PFG

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Fusion Family Wealth's IYM Position: Q2 2020 in Review

Fusion Family Wealth sold out of iShares US Basic Materials ETF (IYM) in Q2 2020, closing a stake of 75 shares — an estimated $5K sold.

Fusion Family Wealth first reported a position in IYM in Q4 2016 and held it in 14 quarters. The position peaked at $453K in Q4 2016. 112 funds tracked by Wall St. Rank hold IYM as of Q2 2020.

Fusion Family Wealth reported no remaining iShares US Basic Materials ETF position as of Q2 2020 after selling out during the quarter.
Fusion Family Wealth sold 75 iShares US Basic Materials ETF shares in Q2 2020, an estimated $5K.
Fusion Family Wealth first reported a position in iShares US Basic Materials ETF in Q4 2016 and held it in 14 quarters.
Fusion Family Wealth's iShares US Basic Materials ETF position peaked at $453K in Q4 2016.
112 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2020.

Based on Fusion Family Wealth's 13F filing for Q2 2020, filed 13 Aug 2020.