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Key Financial Inc’s iShares US Basic Materials ETF IYM Stock Holding History

Key Financial Inc’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
2020
Q2 		– Sell
-67
Closed -$5K – 371
2020
Q1 		$5K Buy
+67
New +$5.77K 0.01% 506

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFG
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Goldman Sachs
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Citadel Advisors
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Key Financial Inc's IYM Position: Q2 2020 in Review

Key Financial Inc sold out of iShares US Basic Materials ETF (IYM) in Q2 2020, closing a stake of 67 shares — an estimated $5K sold.

Key Financial Inc first reported a position in IYM in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 112 funds tracked by Wall St. Rank hold IYM as of Q2 2020.

  • Key Financial Inc reported no remaining iShares US Basic Materials ETF position as of Q2 2020 after selling out during the quarter.
  • Key Financial Inc sold 67 iShares US Basic Materials ETF shares in Q2 2020, an estimated $5K.
  • Key Financial Inc first reported a position in iShares US Basic Materials ETF in Q1 2020 and held it in 1 quarter.
  • Key Financial Inc's iShares US Basic Materials ETF position peaked at $5K in Q1 2020.
  • 112 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2020.

Based on Key Financial Inc's 13F filing for Q2 2020, filed 7 Aug 2020.