Madden Advisory Services’s iShares US Basic Materials ETF IYM Stock Holding History

Madden Advisory Services’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 Q1	–	Sell	-7,630	Closed	-$747K	–	84
2019 Q4	$747K	Hold	7,630	–	–	0.49%	49
2019 Q3	$704K	Hold	7,630	–	–	0.5%	51
2019 Q2	$724K	Hold	7,630	–	–	0.45%	51
2019 Q1	$697K	Hold	7,630	–	–	0.37%	58
2018 Q4	$640K	Hold	7,630	–	–	0.39%	57
2018 Q3	$750K	Hold	7,630	–	–	0.45%	50
2018 Q2	$755K	Hold	7,630	–	–	0.48%	49
2018 Q1	$733K	Hold	7,630	–	–	0.44%	57
2017 Q4	$779K	Hold	7,630	–	–	0.47%	54
2017 Q3	$730K	Hold	7,630	–	–	0.46%	54
2017 Q2	$681K	Sell	7,630 -80	-1%	-$7.11K	0.45%	57
2017 Q1	$687K	Hold	7,710	–	–	0.44%	57
2016 Q4	$641K	Hold	7,710	–	–	0.43%	58
2016 Q3	$608K	Hold	7,710	–	–	0.37%	63
2016 Q2	$585K	Sell	7,710 -115	-1%	-$8.78K	0.36%	65
2016 Q1	$573K	Sell	7,825 -300	-4%	-$20.2K	0.37%	63
2015 Q4	$573K	Sell	8,125 -250	-3%	-$18K	0.38%	61
2015 Q3	$542K	Sell	8,375 -25	-0.3%	-$1.81K	0.36%	65
2015 Q2	$676K	Sell	8,400 -176	-2%	-$14.8K	0.4%	62
2015 Q1	$702K	Sell	8,576 -945	-10%	-$78.4K	0.42%	61
2014 Q4	$785K	Sell	9,521 -2,156	-18%	-$179K	0.45%	59
2014 Q3	$1M	Buy	11,677 +2	+0%	+$175	0.52%	53
2014 Q2	$1.02M	Buy	11,675 +128	+1%	+$10.9K	0.52%	52
2014 Q1	$962K	Buy	11,547 +5,235	+83%	+$424K	0.53%	52
2013 Q4	$514K	Buy	6,312 +3,947	+167%	+$306K	0.39%	56
2013 Q3	$175K	Buy	2,365 +115	+5%	+$8.25K	0.15%	67
2013 Q2	$151K	Buy	+2,250	New	+$157K	0.12%	70

Other funds holding IYM

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

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

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

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Madden Advisory Services's IYM Position: Q1 2020 in Review

Madden Advisory Services sold out of iShares US Basic Materials ETF (IYM) in Q1 2020, closing a stake of 7,630 shares — an estimated $747K sold.

Madden Advisory Services first reported a position in IYM in Q2 2013 and held it in 27 quarters. The position peaked at $1.02M in Q2 2014. 109 funds tracked by Wall St. Rank hold IYM as of Q1 2020.

Madden Advisory Services reported no remaining iShares US Basic Materials ETF position as of Q1 2020 after selling out during the quarter.
Madden Advisory Services sold 7,630 iShares US Basic Materials ETF shares in Q1 2020, an estimated $747K.
Madden Advisory Services first reported a position in iShares US Basic Materials ETF in Q2 2013 and held it in 27 quarters.
Madden Advisory Services's iShares US Basic Materials ETF position peaked at $1.02M in Q2 2014.
109 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2020.

Based on Madden Advisory Services's 13F filing for Q1 2020, filed 11 May 2020.