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HRT Financial’s iShares US Basic Materials ETF IYM Stock Holding History

HRT Financial’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
Q1 		– Sell
-12,179
Closed -$1.52M – 2825
2022
Q4 		$1.52M Sell
12,179
-24,238
-67% -$2.98M 0.02% 724
2022
Q3 		$3.94M Sell
36,417
-11,716
-24% -$1.4M 0.04% 367
2022
Q2 		$5.67M Buy
48,133
+16,133
+50% +$2.23M 0.06% 223
2022
Q1 		$4.79M Buy
+32,000
New +$4.42M 0.03% 300

Other funds holding IYM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HRT Financial's IYM Position: Q1 2023 in Review

HRT Financial sold out of iShares US Basic Materials ETF (IYM) in Q1 2023, closing a stake of 12,179 shares — an estimated $1.52M sold.

HRT Financial first reported a position in IYM in Q1 2022 and held it in 4 quarters. The position peaked at $5.67M in Q2 2022. 210 funds tracked by Wall St. Rank hold IYM as of Q1 2023.

  • HRT Financial reported no remaining iShares US Basic Materials ETF position as of Q1 2023 after selling out during the quarter.
  • HRT Financial sold 12,179 iShares US Basic Materials ETF shares in Q1 2023, an estimated $1.52M.
  • HRT Financial first reported a position in iShares US Basic Materials ETF in Q1 2022 and held it in 4 quarters.
  • HRT Financial's iShares US Basic Materials ETF position peaked at $5.67M in Q2 2022.
  • 210 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2023.

Based on HRT Financial's 13F filing for Q1 2023, filed 12 May 2023.