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)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return