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

KKM Financial’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
2024
Q4 		– Sell
-2,544
Closed -$382K – 156
2024
Q3 		$382K Sell
2,544
-7,185
-74% -$1.03M 0.19% 99
2024
Q2 		$1.35M Buy
9,729
+1,932
+25% +$278K 0.64% 58
2024
Q1 		$1.15M Sell
7,797
-4,101
-34% -$563K 0.56% 60
2023
Q4 		$1.64M Buy
+11,898
New +$1.53M 1.03% 44

Other funds holding IYM

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

KKM Financial's IYM Position: Q4 2024 in Review

KKM Financial sold out of iShares US Basic Materials ETF (IYM) in Q4 2024, closing a stake of 2,544 shares — an estimated $382K sold.

KKM Financial first reported a position in IYM in Q4 2023 and held it in 4 quarters. The position peaked at $1.64M in Q4 2023. 178 funds tracked by Wall St. Rank hold IYM as of Q4 2024.

  • KKM Financial reported no remaining iShares US Basic Materials ETF position as of Q4 2024 after selling out during the quarter.
  • KKM Financial sold 2,544 iShares US Basic Materials ETF shares in Q4 2024, an estimated $382K.
  • KKM Financial first reported a position in iShares US Basic Materials ETF in Q4 2023 and held it in 4 quarters.
  • KKM Financial's iShares US Basic Materials ETF position peaked at $1.64M in Q4 2023.
  • 178 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2024.

Based on KKM Financial's 13F filing for Q4 2024, filed 14 Feb 2025.