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

Heritage Wealth Advisors’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
2020
Q2 		– Sell
-267
Closed -$18.5K – 445
2020
Q1 		$18.5K Buy
+267
New +$23K ﹤0.01% 331

Other funds holding IYM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Heritage Wealth Advisors's IYM Position: Q2 2020 in Review

Heritage Wealth Advisors sold out of iShares US Basic Materials ETF (IYM) in Q2 2020, closing a stake of 267 shares — an estimated $18.5K sold.

Heritage Wealth Advisors first reported a position in IYM in Q1 2020 and held it in 1 quarter. The position peaked at $18.5K in Q1 2020. 112 funds tracked by Wall St. Rank hold IYM as of Q2 2020.

  • Heritage Wealth Advisors reported no remaining iShares US Basic Materials ETF position as of Q2 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 267 iShares US Basic Materials ETF shares in Q2 2020, an estimated $18.5K.
  • Heritage Wealth Advisors first reported a position in iShares US Basic Materials ETF in Q1 2020 and held it in 1 quarter.
  • Heritage Wealth Advisors's iShares US Basic Materials ETF position peaked at $18.5K in Q1 2020.
  • 112 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2020.

Based on Heritage Wealth Advisors's 13F filing for Q2 2020, filed 17 Jul 2020.