JIC
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Johnson Investment Counsel’s iShares US Basic Materials ETF IYM Stock Holding History

Johnson Investment Counsel’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
-4,230
Closed -$416K – 620
2018
Q3 		$416K Sell
4,230
-253
-6% -$25.4K 0.01% 463
2018
Q2 		$443K Buy
4,483
+576
+15% +$57.6K 0.01% 451
2018
Q1 		$375K Hold
3,907
– – 0.01% 478
2017
Q4 		$399K Buy
3,907
+1,236
+46% +$123K 0.01% 476
2017
Q3 		$255K Buy
2,671
+116
+5% +$10.7K 0.01% 537
2017
Q2 		$228K Hold
2,555
– – 0.01% 560
2017
Q1 		$227K Buy
2,555
+137
+6% +$12K 0.01% 556
2016
Q4 		$201K Buy
+2,418
New +$196K 0.01% 556

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