KT
IYM icon

Kanaly Trust’s iShares US Basic Materials ETF IYM Stock Holding History

Kanaly Trust’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
2016
Q4 		$99K Buy
+1,193
New +$96.5K 0.02% 212

Other funds holding IYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kanaly Trust's IYM Position: Q4 2016 in Review

Kanaly Trust opened a new position in iShares US Basic Materials ETF (IYM) in Q4 2016: 1,193 shares worth $99K. The stake represents 0.02% of the portfolio and ranks #212 among its holdings.

123 funds tracked by Wall St. Rank hold IYM as of Q4 2016.

  • Kanaly Trust held 1,193 shares of iShares US Basic Materials ETF worth $99K as of Q4 2016.
  • iShares US Basic Materials ETF was a new Kanaly Trust position in Q4 2016.
  • iShares US Basic Materials ETF made up 0.02% of Kanaly Trust's portfolio in Q4 2016, its #212 holding.
  • 123 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.