MinichMacGregor Wealth Management’s iShares US Basic Materials ETF IYM Stock Holding History

MinichMacGregor Wealth 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 Q1	–	Sell	-2,147	Closed	-$297K	–	110
2023 Q4	$297K	Sell	2,147 -428	-17%	-$54.9K	0.09%	80
2023 Q3	$325K	Sell	2,575 -47,053	-95%	-$6.22M	0.11%	67
2023 Q2	$6.6M	Buy	49,628 +47,835	+2,668%	+$6.16M	2.06%	15
2023 Q1	$238K	Buy	1,793 +46	+3%	+$6.12K	0.08%	85
2022 Q4	$218K	Sell	1,747 -14,101	-89%	-$1.73M	0.08%	76
2022 Q3	$1.71M	Sell	15,848 -75,870	-83%	-$9.09M	0.68%	39
2022 Q2	$10.8M	Sell	91,718 -8,177	-8%	-$1.13M	4.45%	6
2022 Q1	$14.9M	Buy	99,895 +68,023	+213%	+$9.4M	4.78%	4
2021 Q4	$4.47M	Buy	+31,872	New	+$4.29M	1.36%	26
2021 Q3	–	Sell	-16,931	Closed	-$2.21M	–	84
2021 Q2	$2.21M	Buy	+16,931	New	+$2.26M	0.77%	31
2018 Q4	–	Sell	-30	Closed	-$2K	–	300
2018 Q3	$2K	Hold	30	–	–	﹤0.01%	452
2018 Q2	$2K	Hold	30	–	–	﹤0.01%	441
2018 Q1	$2K	Hold	30	–	–	﹤0.01%	426
2017 Q4	$3K	Hold	30	–	–	﹤0.01%	395
2017 Q3	$2K	Hold	30	–	–	﹤0.01%	397
2017 Q2	$2K	Hold	30	–	–	﹤0.01%	388
2017 Q1	$2K	Hold	30	–	–	﹤0.01%	381
2016 Q4	$2K	Hold	30	–	–	﹤0.01%	381
2016 Q3	$2K	Hold	30	–	–	﹤0.01%	379
2016 Q2	$2K	Hold	30	–	–	﹤0.01%	364
2016 Q1	$2K	Hold	30	–	–	﹤0.01%	356
2015 Q4	$2K	Buy	+30	New	+$2.16K	﹤0.01%	329

Other funds holding IYM

PCH

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

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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MinichMacGregor Wealth Management's IYM Position: Q1 2024 in Review

MinichMacGregor Wealth Management sold out of iShares US Basic Materials ETF (IYM) in Q1 2024, closing a stake of 2,147 shares — an estimated $297K sold.

MinichMacGregor Wealth Management first reported a position in IYM in Q4 2015 and held it in 22 quarters. The position peaked at $14.9M in Q1 2022. 198 funds tracked by Wall St. Rank hold IYM as of Q1 2024.

MinichMacGregor Wealth Management reported no remaining iShares US Basic Materials ETF position as of Q1 2024 after selling out during the quarter.
MinichMacGregor Wealth Management sold 2,147 iShares US Basic Materials ETF shares in Q1 2024, an estimated $297K.
MinichMacGregor Wealth Management first reported a position in iShares US Basic Materials ETF in Q4 2015 and held it in 22 quarters.
MinichMacGregor Wealth Management's iShares US Basic Materials ETF position peaked at $14.9M in Q1 2022.
198 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2024.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.