MGO One Seven’s iShares US Basic Materials ETF IYM Stock Holding History

MGO One Seven’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
2023 Q2	–	Sell	-10,380	Closed	-$1.38M	–	856
2023 Q1	$1.38M	Buy	+10,380	New	+$1.38M	0.09%	248

Other funds holding IYM

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

MGO One Seven's IYM Position: Q2 2023 in Review

MGO One Seven sold out of iShares US Basic Materials ETF (IYM) in Q2 2023, closing a stake of 10,380 shares — an estimated $1.38M sold.

MGO One Seven first reported a position in IYM in Q1 2023 and held it in 1 quarter. The position peaked at $1.38M in Q1 2023. 202 funds tracked by Wall St. Rank hold IYM as of Q2 2023.

MGO One Seven reported no remaining iShares US Basic Materials ETF position as of Q2 2023 after selling out during the quarter.
MGO One Seven sold 10,380 iShares US Basic Materials ETF shares in Q2 2023, an estimated $1.38M.
MGO One Seven first reported a position in iShares US Basic Materials ETF in Q1 2023 and held it in 1 quarter.
MGO One Seven's iShares US Basic Materials ETF position peaked at $1.38M in Q1 2023.
202 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2023.

Based on MGO One Seven's 13F filing for Q2 2023, filed 11 Aug 2023.