JWCA
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J.W. Cole Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

J.W. Cole 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
2024
Q3 		– Sell
-1,618
Closed -$227K – 951
2024
Q2 		$227K Buy
+1,618
New +$233K 0.01% 805
2023
Q2 		– Sell
-2,971
Closed -$394K – 795
2023
Q1 		$394K Buy
+2,971
New +$395K 0.03% 508
2021
Q3 		– Sell
-2,285
Closed -$298K – 630
2021
Q2 		$298K Buy
+2,285
New +$305K 0.02% 582
2021
Q1 		– Sell
-2,177
Closed -$247K – 682
2020
Q4 		$247K Buy
+2,177
New +$232K 0.03% 532

Other funds holding IYM

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
UBS Group
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return