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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 $303B AUM 53.02% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

J.W. Cole Advisors's IYM Position: Q3 2024 in Review

J.W. Cole Advisors sold out of iShares US Basic Materials ETF (IYM) in Q3 2024, closing a stake of 1,618 shares — an estimated $227K sold.

J.W. Cole Advisors first reported a position in IYM in Q4 2020 and held it in 4 quarters. The position peaked at $394K in Q1 2023. 187 funds tracked by Wall St. Rank hold IYM as of Q3 2024.

  • J.W. Cole Advisors reported no remaining iShares US Basic Materials ETF position as of Q3 2024 after selling out during the quarter.
  • J.W. Cole Advisors sold 1,618 iShares US Basic Materials ETF shares in Q3 2024, an estimated $227K.
  • J.W. Cole Advisors first reported a position in iShares US Basic Materials ETF in Q4 2020 and held it in 4 quarters.
  • J.W. Cole Advisors's iShares US Basic Materials ETF position peaked at $394K in Q1 2023.
  • 187 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2024.

Based on J.W. Cole Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.