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Greenup Street Wealth Management’s iShares US Basic Materials ETF IYM Stock Holding History

Greenup Street Wealth 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
2023
Q3 		– Sell
-14,579
Closed -$1.94M – 85
2023
Q2 		$1.94M Buy
+14,579
New +$1.88M 0.53% 38

Other funds holding IYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Greenup Street Wealth Management's IYM Position: Q3 2023 in Review

Greenup Street Wealth Management sold out of iShares US Basic Materials ETF (IYM) in Q3 2023, closing a stake of 14,579 shares — an estimated $1.94M sold.

Greenup Street Wealth Management first reported a position in IYM in Q2 2023 and held it in 1 quarter. The position peaked at $1.94M in Q2 2023. 192 funds tracked by Wall St. Rank hold IYM as of Q3 2023.

  • Greenup Street Wealth Management reported no remaining iShares US Basic Materials ETF position as of Q3 2023 after selling out during the quarter.
  • Greenup Street Wealth Management sold 14,579 iShares US Basic Materials ETF shares in Q3 2023, an estimated $1.94M.
  • Greenup Street Wealth Management first reported a position in iShares US Basic Materials ETF in Q2 2023 and held it in 1 quarter.
  • Greenup Street Wealth Management's iShares US Basic Materials ETF position peaked at $1.94M in Q2 2023.
  • 192 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2023.

Based on Greenup Street Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.