Kore Private Wealth’s iShares US Basic Materials ETF IYM Stock Holding History

Kore Private Wealth’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
2021 Q4	–	Sell	-1,779	Closed	-$222K	–	397
2021 Q3	$222K	Buy	+1,779	New	+$232K	0.02%	400
2020 Q2	–	Sell	-122	Closed	-$8K	–	1210
2020 Q1	$8K	Buy	+122	New	+$10.5K	﹤0.01%	723
2019 Q1	–	Sell	-605	Closed	-$51K	–	951
2018 Q4	$51K	Buy	+605	New	+$54.1K	0.01%	366

Other funds holding IYM

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return