Grimes & Company’s iShares US Basic Materials ETF IYM Stock Holding History

Grimes & Company’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
2018 Q4	–	Sell	-135,988	Closed	-$13.4M	–	241
2018 Q3	$13.4M	Buy	135,988 +23,458	+21%	+$2.36M	1.07%	21
2018 Q2	$11.1M	Buy	112,530 +69,966	+164%	+$7M	0.98%	24
2018 Q1	$4.09M	Buy	42,564 +666	+2%	+$68.3K	0.4%	68
2017 Q4	$4.28M	Sell	41,898 -280	-0.7%	-$27.8K	0.41%	66
2017 Q3	$4.04M	Buy	+42,178	New	+$3.9M	0.43%	65
2017 Q2	–	Sell	-37,851	Closed	-$3.37M	–	207
2017 Q1	$3.37M	Buy	37,851 +14,219	+60%	+$1.25M	0.37%	69
2016 Q4	$1.97M	Buy	23,632 +6,094	+35%	+$493K	0.23%	84
2016 Q3	$1.39M	Sell	17,538 -36,199	-67%	-$2.87M	0.19%	97
2016 Q2	$4.08M	Buy	+53,737	New	+$4.1M	0.55%	61

Other funds holding IYM

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return