JIC
IYM icon

Joel Isaacson & Co’s iShares US Basic Materials ETF IYM Stock Holding History

Joel Isaacson & Co’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
2018
Q4 		– Sell
-4,700
Closed -$463K – 239
2018
Q3 		$463K Hold
4,700
– – 0.07% 128
2018
Q2 		$465K Hold
4,700
– – 0.08% 124
2018
Q1 		$452K Hold
4,700
– – 0.08% 119
2017
Q4 		$480K Hold
4,700
– – 0.08% 114
2017
Q3 		$450K Hold
4,700
– – 0.08% 108
2017
Q2 		$420K Hold
4,700
– – 0.08% 110
2017
Q1 		$419K Hold
4,700
– – 0.08% 107
2016
Q4 		$391K Buy
+4,700
New +$380K 0.08% 102

Other funds holding IYM

CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return