Liberty Wealth Management’s iShares US Basic Materials ETF IYM Stock Holding History

Liberty Wealth Management’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	-235	Closed	-$29K	–	653
2021 Q3	$29K	Sell	235 -115	-33%	-$15K	0.01%	550
2021 Q2	$46K	Hold	350	–	–	0.02%	338
2021 Q1	$39K	Hold	350	–	–	0.02%	331
2020 Q4	$39K	Hold	350	–	–	0.02%	327
2020 Q3	$35K	Hold	350	–	–	0.02%	294
2020 Q2	$31K	Hold	350	–	–	0.02%	308
2020 Q1	$24K	Hold	350	–	–	0.02%	327
2019 Q4	$34K	Hold	350	–	–	0.03%	323
2019 Q3	$32K	Hold	350	–	–	0.03%	314
2019 Q2	$33K	Hold	350	–	–	0.03%	321
2019 Q1	$31K	Hold	350	–	–	0.02%	280
2018 Q4	$29K	Buy	+350	New	+$31.3K	0.02%	274

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