Mariner Independent Advisor Network’s iShares US Basic Materials ETF IYM Stock Holding History

Mariner Independent Advisor Network’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 Q1	–	Sell	-20,063	Closed	-$2.27M	–	443
2020 Q4	$2.27M	Buy	+20,063	New	+$2.14M	0.12%	179
2017 Q3	–	Sell	-11,105	Closed	-$992K	–	177
2017 Q2	$992K	Buy	+11,105	New	+$987K	0.14%	133
2017 Q1	–	Sell	-11,440	Closed	-$951K	–	309
2016 Q4	$951K	Buy	+11,440	New	+$926K	0.15%	98

Other funds holding IYM

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mariner Independent Advisor Network's IYM Position: Q1 2021 in Review

Mariner Independent Advisor Network sold out of iShares US Basic Materials ETF (IYM) in Q1 2021, closing a stake of 20,063 shares — an estimated $2.27M sold.

Mariner Independent Advisor Network first reported a position in IYM in Q4 2016 and held it in 3 quarters. The position peaked at $2.27M in Q4 2020. 152 funds tracked by Wall St. Rank hold IYM as of Q1 2021.

Mariner Independent Advisor Network reported no remaining iShares US Basic Materials ETF position as of Q1 2021 after selling out during the quarter.
Mariner Independent Advisor Network sold 20,063 iShares US Basic Materials ETF shares in Q1 2021, an estimated $2.27M.
Mariner Independent Advisor Network first reported a position in iShares US Basic Materials ETF in Q4 2016 and held it in 3 quarters.
Mariner Independent Advisor Network's iShares US Basic Materials ETF position peaked at $2.27M in Q4 2020.
152 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2021.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2021, filed 7 May 2021.