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

LifePlan Financial Group’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
2020 Q3	$64K	Sell	652 -13	-2%	-$1.28K	0.03%	229
2020 Q2	$59K	Sell	665 -14	-2%	-$1.16K	0.03%	227
2020 Q1	$47K	Sell	679 -10	-1%	-$861	0.03%	227
2019 Q4	$67K	Sell	689 -10	-1%	-$940	0.03%	217
2019 Q3	$64K	Sell	699 -4	-0.6%	-$368	0.03%	214
2019 Q2	$67K	Hold	703	–	–	0.03%	214
2019 Q1	$64K	Sell	703 -28	-4%	-$2.51K	0.03%	216
2018 Q4	$61K	Hold	731	–	–	0.04%	214
2018 Q3	$72K	Sell	731 -20	-3%	-$2.01K	0.04%	215
2018 Q2	$74K	Hold	751	–	–	0.04%	204
2018 Q1	$72K	Buy	+751	New	+$77K	0.04%	194
2015 Q2	–	Sell	-2,970	Closed	-$243K	–	99
2015 Q1	$243K	Buy	2,970 +467	+19%	+$38.7K	0.16%	67
2014 Q4	$206K	Sell	2,503 -64,197	-96%	-$5.34M	0.14%	78
2014 Q3	$5.74M	Sell	66,700 -4,864	-7%	-$426K	4.86%	6
2014 Q2	$6.26M	Sell	71,564 -6,265	-8%	-$533K	4.46%	9
2014 Q1	$6.48M	Sell	77,829 -216	-0.3%	-$17.5K	5.15%	5
2013 Q4	$6.36M	Buy	78,045 +78,044	+7,804,400%	+$6.05M	4.33%	8
2013 Q3	$0	Hold	1	–	–	﹤0.01%	228
2013 Q2	$0	Buy	+1	New	+$70	﹤0.01%	203

Other funds holding IYM

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

LifePlan Financial Group's IYM Position: Q3 2020 in Review

LifePlan Financial Group reduced its iShares US Basic Materials ETF (IYM) stake by 2% in Q3 2020, selling an estimated $1.28K and leaving 652 shares worth $64K. The position accounts for 0.03% of the portfolio, ranked #229.

LifePlan Financial Group first reported a position in IYM in Q2 2013 and has held it in 19 quarters since. The position peaked at $6.48M in Q1 2014. 127 funds tracked by Wall St. Rank hold IYM as of Q3 2020.

LifePlan Financial Group held 652 shares of iShares US Basic Materials ETF worth $64K as of Q3 2020.
LifePlan Financial Group sold 13 iShares US Basic Materials ETF shares in Q3 2020, an estimated $1.28K.
iShares US Basic Materials ETF made up 0.03% of LifePlan Financial Group's portfolio in Q3 2020, its #229 holding.
LifePlan Financial Group first reported a position in iShares US Basic Materials ETF in Q2 2013 and has held it in 19 quarters since.
LifePlan Financial Group's iShares US Basic Materials ETF position peaked at $6.48M in Q1 2014.
127 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.