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

Intercontinental 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
2022 Q3	–	Sell	-1,760	Closed	-$207K	–	273
2022 Q2	$207K	Sell	1,760 -28	-2%	-$3.87K	0.06%	270
2022 Q1	$267K	Sell	1,788 -298	-14%	-$41.2K	0.06%	254
2021 Q4	$292K	Hold	2,086	–	–	0.06%	249
2021 Q3	$260K	Sell	2,086 -640	-23%	-$83.4K	0.06%	248
2021 Q2	$355K	Hold	2,726	–	–	0.07%	215
2021 Q1	$342K	Hold	2,726	–	–	0.07%	195
2020 Q4	$309K	Hold	2,726	–	–	0.07%	197
2020 Q3	$269K	Buy	+2,726	New	+$268K	0.08%	167

Other funds holding IYM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

Intercontinental Wealth Advisors's IYM Position: Q3 2022 in Review

Intercontinental Wealth Advisors sold out of iShares US Basic Materials ETF (IYM) in Q3 2022, closing a stake of 1,760 shares — an estimated $207K sold.

Intercontinental Wealth Advisors first reported a position in IYM in Q3 2020 and held it in 8 quarters. The position peaked at $355K in Q2 2021. 195 funds tracked by Wall St. Rank hold IYM as of Q3 2022.

Intercontinental Wealth Advisors reported no remaining iShares US Basic Materials ETF position as of Q3 2022 after selling out during the quarter.
Intercontinental Wealth Advisors sold 1,760 iShares US Basic Materials ETF shares in Q3 2022, an estimated $207K.
Intercontinental Wealth Advisors first reported a position in iShares US Basic Materials ETF in Q3 2020 and held it in 8 quarters.
Intercontinental Wealth Advisors's iShares US Basic Materials ETF position peaked at $355K in Q2 2021.
195 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2022.

Based on Intercontinental Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.