JA
IYM icon

JOYN Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

JOYN 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
2014
Q2 		– Sell
-511
Closed -$43K – 41
2014
Q1 		$43K Hold
511
– – 0.02% 26
2013
Q4 		$42K Buy
+511
New +$39.6K 0.02% 42

Other funds holding IYM

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $590M AUM 77.57% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

JOYN Advisors's IYM Position: Q2 2014 in Review

JOYN Advisors sold out of iShares US Basic Materials ETF (IYM) in Q2 2014, closing a stake of 511 shares — an estimated $43K sold.

JOYN Advisors first reported a position in IYM in Q4 2013 and held it in 2 quarters. The position peaked at $43K in Q1 2014. 107 funds tracked by Wall St. Rank hold IYM as of Q2 2014.

  • JOYN Advisors reported no remaining iShares US Basic Materials ETF position as of Q2 2014 after selling out during the quarter.
  • JOYN Advisors sold 511 iShares US Basic Materials ETF shares in Q2 2014, an estimated $43K.
  • JOYN Advisors first reported a position in iShares US Basic Materials ETF in Q4 2013 and held it in 2 quarters.
  • JOYN Advisors's iShares US Basic Materials ETF position peaked at $43K in Q1 2014.
  • 107 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2014.

Based on JOYN Advisors's 13F filing for Q2 2014, filed 7 Aug 2014.