GL
IYM icon

Graypoint LLC’s iShares US Basic Materials ETF IYM Stock Holding History

Graypoint LLC’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
2024
Q4 		– Sell
-1,531
Closed -$230K – 527
2024
Q3 		$230K Hold
1,531
– – 0.01% 464
2024
Q2 		$214K Hold
1,531
– – 0.01% 443
2024
Q1 		$226K Hold
1,531
– – 0.02% 421
2023
Q4 		$212K Buy
+1,531
New +$197K 0.02% 411
2023
Q3 		– Sell
-1,531
Closed -$204K – 418
2023
Q2 		$204K Hold
1,531
– – 0.02% 366
2023
Q1 		$203K Buy
+1,531
New +$204K 0.02% 345
2022
Q2 		– Sell
-2,773
Closed -$415K – 317
2022
Q1 		$415K Buy
+2,773
New +$383K 0.04% 227

Other funds holding IYM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Graypoint LLC's IYM Position: Q4 2024 in Review

Graypoint LLC sold out of iShares US Basic Materials ETF (IYM) in Q4 2024, closing a stake of 1,531 shares — an estimated $230K sold.

Graypoint LLC first reported a position in IYM in Q1 2022 and held it in 7 quarters. The position peaked at $415K in Q1 2022. 178 funds tracked by Wall St. Rank hold IYM as of Q4 2024.

  • Graypoint LLC reported no remaining iShares US Basic Materials ETF position as of Q4 2024 after selling out during the quarter.
  • Graypoint LLC sold 1,531 iShares US Basic Materials ETF shares in Q4 2024, an estimated $230K.
  • Graypoint LLC first reported a position in iShares US Basic Materials ETF in Q1 2022 and held it in 7 quarters.
  • Graypoint LLC's iShares US Basic Materials ETF position peaked at $415K in Q1 2022.
  • 178 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2024.

Based on Graypoint LLC's 13F filing for Q4 2024, filed 10 Jan 2025.