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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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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.