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

IBEX 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
2017
Q1 		– Sell
-49
Closed -$4K – 229
2016
Q4 		$4K Buy
+49
New +$3.96K ﹤0.01% 395

Other funds holding IYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

IBEX Wealth Advisors's IYM Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of iShares US Basic Materials ETF (IYM) in Q1 2017, closing a stake of 49 shares — an estimated $4K sold.

IBEX Wealth Advisors first reported a position in IYM in Q4 2016 and held it in 1 quarter. The position peaked at $4K in Q4 2016. 132 funds tracked by Wall St. Rank hold IYM as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining iShares US Basic Materials ETF position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 49 iShares US Basic Materials ETF shares in Q1 2017, an estimated $4K.
  • IBEX Wealth Advisors first reported a position in iShares US Basic Materials ETF in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's iShares US Basic Materials ETF position peaked at $4K in Q4 2016.
  • 132 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.