HPC
IYM icon

HM Payson & Co’s iShares US Basic Materials ETF IYM Stock Holding History

HM Payson & Co’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
2024
Q1 		– Sell
-10
Closed -$1.38K – 982
2023
Q4 		$1.38K Buy
+10
New +$1.28K ﹤0.01% 920

Other funds holding IYM

PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HM Payson & Co's IYM Position: Q1 2024 in Review

HM Payson & Co sold out of iShares US Basic Materials ETF (IYM) in Q1 2024, closing a stake of 10 shares — an estimated $1.38K sold.

HM Payson & Co first reported a position in IYM in Q4 2023 and held it in 1 quarter. The position peaked at $1.38K in Q4 2023. 198 funds tracked by Wall St. Rank hold IYM as of Q1 2024.

  • HM Payson & Co reported no remaining iShares US Basic Materials ETF position as of Q1 2024 after selling out during the quarter.
  • HM Payson & Co sold 10 iShares US Basic Materials ETF shares in Q1 2024, an estimated $1.38K.
  • HM Payson & Co first reported a position in iShares US Basic Materials ETF in Q4 2023 and held it in 1 quarter.
  • HM Payson & Co's iShares US Basic Materials ETF position peaked at $1.38K in Q4 2023.
  • 198 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2024.

Based on HM Payson & Co's 13F filing for Q1 2024, filed 20 Jun 2024.