Mine & Arao Wealth Creation & Management’s iShares US Basic Materials ETF IYM Stock Holding History

Mine & Arao Wealth Creation & 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
2024 Q2	–	Sell	-423	Closed	-$62.4K	–	228
2024 Q1	$62.4K	Buy	423 +2	+0.5%	+$275	0.03%	134
2023 Q4	$58.2K	Buy	421 +4	+1%	+$514	0.03%	136
2023 Q3	$52.6K	Hold	417	–	–	0.03%	134
2023 Q2	$55.4K	Buy	417 +2	+0.5%	+$258	0.03%	138
2023 Q1	$55K	Sell	415 -99	-19%	-$13.2K	0.04%	136
2022 Q4	$64.1K	Buy	514 +6	+1%	+$738	0.05%	122
2022 Q3	$55K	Hold	508	–	–	0.04%	130
2022 Q2	$60K	Buy	508 +4	+0.8%	+$553	0.04%	128
2022 Q1	$75K	Buy	504 +1	+0.2%	+$138	0.04%	124
2021 Q4	$70K	Buy	503 +3	+0.6%	+$404	0.04%	131
2021 Q3	$62K	Hold	500	–	–	0.04%	132
2021 Q2	$65K	Hold	500	–	–	0.04%	128
2021 Q1	$63K	Hold	500	–	–	0.04%	126
2020 Q4	$57K	Hold	500	–	–	0.04%	121
2020 Q3	$49K	Hold	500	–	–	0.04%	121
2020 Q2	$45K	Hold	500	–	–	0.04%	120
2020 Q1	$35K	Hold	500	–	–	0.04%	122
2019 Q4	$49K	Buy	+500	New	+$47K	0.05%	126

Other funds holding IYM

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's IYM Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of iShares US Basic Materials ETF (IYM) in Q2 2024, closing a stake of 423 shares — an estimated $62.4K sold.

Mine & Arao Wealth Creation & Management first reported a position in IYM in Q4 2019 and held it in 18 quarters. The position peaked at $75K in Q1 2022. 193 funds tracked by Wall St. Rank hold IYM as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining iShares US Basic Materials ETF position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 423 iShares US Basic Materials ETF shares in Q2 2024, an estimated $62.4K.
Mine & Arao Wealth Creation & Management first reported a position in iShares US Basic Materials ETF in Q4 2019 and held it in 18 quarters.
Mine & Arao Wealth Creation & Management's iShares US Basic Materials ETF position peaked at $75K in Q1 2022.
193 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.