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Harvest Investment Services’s iShares US Basic Materials ETF IYM Stock Holding History

Harvest Investment Services’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
-7,943
Closed -$1.06M – 169
2023
Q2 		$1.06M Buy
7,943
+6,362
+402% +$820K 0.6% 56
2023
Q1 		$210K Buy
+1,581
New +$210K 0.16% 120
2021
Q1 		– Sell
-22,824
Closed -$2.59M – 265
2020
Q4 		$2.59M Buy
22,824
+16,644
+269% +$1.77M 1.33% 14
2020
Q3 		$610K Buy
6,180
+2,958
+92% +$290K 0.35% 73
2020
Q2 		$287K Buy
+3,222
New +$267K 0.17% 141

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

Harvest Investment Services's IYM Position: Q3 2023 in Review

Harvest Investment Services sold out of iShares US Basic Materials ETF (IYM) in Q3 2023, closing a stake of 7,943 shares — an estimated $1.06M sold.

Harvest Investment Services first reported a position in IYM in Q2 2020 and held it in 5 quarters. The position peaked at $2.59M in Q4 2020. 192 funds tracked by Wall St. Rank hold IYM as of Q3 2023.

  • Harvest Investment Services reported no remaining iShares US Basic Materials ETF position as of Q3 2023 after selling out during the quarter.
  • Harvest Investment Services sold 7,943 iShares US Basic Materials ETF shares in Q3 2023, an estimated $1.06M.
  • Harvest Investment Services first reported a position in iShares US Basic Materials ETF in Q2 2020 and held it in 5 quarters.
  • Harvest Investment Services's iShares US Basic Materials ETF position peaked at $2.59M in Q4 2020.
  • 192 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2023.

Based on Harvest Investment Services's 13F filing for Q3 2023, filed 14 Nov 2023.