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

Gradient 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
2022 Q3	–	Sell	-167	Closed	-$20K	–	1437
2022 Q2	$20K	Buy	+167	New	+$23.1K	﹤0.01%	647
2022 Q1	–	Sell	-240	Closed	-$34K	–	1260
2021 Q4	$34K	Hold	240	–	–	﹤0.01%	560
2021 Q3	$30K	Buy	+240	New	+$31.3K	﹤0.01%	572

Other funds holding IYM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

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

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

Gradient Investments's IYM Position: Q3 2022 in Review

Gradient Investments sold out of iShares US Basic Materials ETF (IYM) in Q3 2022, closing a stake of 167 shares — an estimated $20K sold.

Gradient Investments first reported a position in IYM in Q3 2021 and held it in 3 quarters. The position peaked at $34K in Q4 2021. 195 funds tracked by Wall St. Rank hold IYM as of Q3 2022.

Gradient Investments reported no remaining iShares US Basic Materials ETF position as of Q3 2022 after selling out during the quarter.
Gradient Investments sold 167 iShares US Basic Materials ETF shares in Q3 2022, an estimated $20K.
Gradient Investments first reported a position in iShares US Basic Materials ETF in Q3 2021 and held it in 3 quarters.
Gradient Investments's iShares US Basic Materials ETF position peaked at $34K in Q4 2021.
195 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2022.

Based on Gradient Investments's 13F filing for Q3 2022, filed 14 Oct 2022.