Hedeker Wealth’s iShares US Basic Materials ETF IYM Stock Holding History

Hedeker Wealth’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
2021 Q2	–	Sell	-1,947	Closed	-$244K	–	80
2021 Q1	$244K	Sell	1,947 -18	-0.9%	-$2.15K	0.09%	62
2020 Q4	$222K	Buy	+1,965	New	+$209K	0.08%	66
2016 Q4	–	Sell	-188	Closed	-$2.39K	–	145
2016 Q3	$2.39K	Sell	188 -6,714	-97%	-$532K	0.12%	74
2016 Q2	$524K	Buy	+6,902	New	+$527K	0.46%	79

Other funds holding IYM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Hedeker Wealth's IYM Position: Q2 2021 in Review

Hedeker Wealth sold out of iShares US Basic Materials ETF (IYM) in Q2 2021, closing a stake of 1,947 shares — an estimated $244K sold.

Hedeker Wealth first reported a position in IYM in Q2 2016 and held it in 4 quarters. The position peaked at $524K in Q2 2016. 178 funds tracked by Wall St. Rank hold IYM as of Q2 2021.

Hedeker Wealth reported no remaining iShares US Basic Materials ETF position as of Q2 2021 after selling out during the quarter.
Hedeker Wealth sold 1,947 iShares US Basic Materials ETF shares in Q2 2021, an estimated $244K.
Hedeker Wealth first reported a position in iShares US Basic Materials ETF in Q2 2016 and held it in 4 quarters.
Hedeker Wealth's iShares US Basic Materials ETF position peaked at $524K in Q2 2016.
178 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2021.

Based on Hedeker Wealth's 13F filing for Q2 2021, filed 21 Jul 2021.