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

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

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

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

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Horan Securities's IYM Position: Q3 2023 in Review

Horan Securities sold out of iShares US Basic Materials ETF (IYM) in Q3 2023, closing a stake of 12 shares — an estimated $1.6K sold.

Horan Securities first reported a position in IYM in Q1 2019 and held it in 7 quarters. The position peaked at $10K in Q3 2019. 192 funds tracked by Wall St. Rank hold IYM as of Q3 2023.

Horan Securities reported no remaining iShares US Basic Materials ETF position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 12 iShares US Basic Materials ETF shares in Q3 2023, an estimated $1.6K.
Horan Securities first reported a position in iShares US Basic Materials ETF in Q1 2019 and held it in 7 quarters.
Horan Securities's iShares US Basic Materials ETF position peaked at $10K in Q3 2019.
192 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.