IFWM
IYM icon

Institute for Wealth Management’s iShares US Basic Materials ETF IYM Stock Holding History

Institute for Wealth Management’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
2020
Q1 		– Sell
-50
Closed -$5K – 554
2019
Q4 		$5K Buy
+50
New +$4.7K ﹤0.01% 634

Other funds holding IYM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Institute for Wealth Management's IYM Position: Q1 2020 in Review

Institute for Wealth Management sold out of iShares US Basic Materials ETF (IYM) in Q1 2020, closing a stake of 50 shares — an estimated $5K sold.

Institute for Wealth Management first reported a position in IYM in Q4 2019 and held it in 1 quarter. The position peaked at $5K in Q4 2019. 110 funds tracked by Wall St. Rank hold IYM as of Q1 2020.

  • Institute for Wealth Management reported no remaining iShares US Basic Materials ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 50 iShares US Basic Materials ETF shares in Q1 2020, an estimated $5K.
  • Institute for Wealth Management first reported a position in iShares US Basic Materials ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's iShares US Basic Materials ETF position peaked at $5K in Q4 2019.
  • 110 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.