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)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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