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 $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

Liberty Wealth Management's IYM Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares US Basic Materials ETF (IYM) in Q4 2021, closing a stake of 235 shares — an estimated $29K sold.

Liberty Wealth Management first reported a position in IYM in Q4 2018 and held it in 12 quarters. The position peaked at $46K in Q2 2021. 178 funds tracked by Wall St. Rank hold IYM as of Q4 2021.

Liberty Wealth Management reported no remaining iShares US Basic Materials ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 235 iShares US Basic Materials ETF shares in Q4 2021, an estimated $29K.
Liberty Wealth Management first reported a position in iShares US Basic Materials ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's iShares US Basic Materials ETF position peaked at $46K in Q2 2021.
178 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.