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 $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAN

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Kore Private Wealth's IYM Position: Q4 2021 in Review

Kore Private Wealth sold out of iShares US Basic Materials ETF (IYM) in Q4 2021, closing a stake of 1,779 shares — an estimated $222K sold.

Kore Private Wealth first reported a position in IYM in Q4 2018 and held it in 3 quarters. The position peaked at $222K in Q3 2021. 178 funds tracked by Wall St. Rank hold IYM as of Q4 2021.

Kore Private Wealth reported no remaining iShares US Basic Materials ETF position as of Q4 2021 after selling out during the quarter.
Kore Private Wealth sold 1,779 iShares US Basic Materials ETF shares in Q4 2021, an estimated $222K.
Kore Private Wealth first reported a position in iShares US Basic Materials ETF in Q4 2018 and held it in 3 quarters.
Kore Private Wealth's iShares US Basic Materials ETF position peaked at $222K in Q3 2021.
178 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.