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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Joel Isaacson & Co's IYM Position: Q4 2018 in Review

Joel Isaacson & Co sold out of iShares US Basic Materials ETF (IYM) in Q4 2018, closing a stake of 4,700 shares — an estimated $463K sold.

Joel Isaacson & Co first reported a position in IYM in Q4 2016 and held it in 8 quarters. The position peaked at $480K in Q4 2017. 127 funds tracked by Wall St. Rank hold IYM as of Q4 2018.

Joel Isaacson & Co reported no remaining iShares US Basic Materials ETF position as of Q4 2018 after selling out during the quarter.
Joel Isaacson & Co sold 4,700 iShares US Basic Materials ETF shares in Q4 2018, an estimated $463K.
Joel Isaacson & Co first reported a position in iShares US Basic Materials ETF in Q4 2016 and held it in 8 quarters.
Joel Isaacson & Co's iShares US Basic Materials ETF position peaked at $480K in Q4 2017.
127 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2018.

Based on Joel Isaacson & Co's 13F filing for Q4 2018, filed 18 Jan 2019.