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

Ironwood 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
2021
Q4 		– Sell
-15
Closed -$2K – 345
2021
Q3 		$2K Buy
+15
New +$1.96K ﹤0.01% 511

Other funds holding IYM

Citigroup
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ironwood Financial's IYM Position: Q4 2021 in Review

Ironwood Financial sold out of iShares US Basic Materials ETF (IYM) in Q4 2021, closing a stake of 15 shares — an estimated $2K sold.

Ironwood Financial first reported a position in IYM in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 178 funds tracked by Wall St. Rank hold IYM as of Q4 2021.

  • Ironwood Financial reported no remaining iShares US Basic Materials ETF position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 15 iShares US Basic Materials ETF shares in Q4 2021, an estimated $2K.
  • Ironwood Financial first reported a position in iShares US Basic Materials ETF in Q3 2021 and held it in 1 quarter.
  • Ironwood Financial's iShares US Basic Materials ETF position peaked at $2K in Q3 2021.
  • 178 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.