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Horan Securities’s iShares US Basic Materials ETF IYM Stock Holding History

Horan Securities’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
-12
Closed -$1.6K – 384
2023
Q2 		$1.6K Hold
12
– – ﹤0.01% 591
2023
Q1 		$1.59K Hold
12
– – ﹤0.01% 583
2022
Q4 		$1.5K Hold
12
– – ﹤0.01% 581
2022
Q3 		$1K Buy
+12
New +$1.44K ﹤0.01% 547
2019
Q4 		– Sell
-110
Closed -$10K – 137
2019
Q3 		$10K Hold
110
– – 0.01% 160
2019
Q2 		$10K Hold
110
– – 0.01% 173
2019
Q1 		$10K Buy
+110
New +$9.87K 0.01% 144

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