Moloney Securities Asset Management’s iShares US Basic Materials ETF IYM Stock Holding History

Moloney Securities Asset 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	-2,956	Closed	-$408K	–	484
2023 Q4	$408K	Sell	2,956 -325	-10%	-$41.7K	0.06%	279
2023 Q3	$414K	Sell	3,281 -1,853	-36%	-$245K	0.07%	252
2023 Q2	$683K	Buy	5,134 +145	+3%	+$18.7K	0.12%	200
2023 Q1	$661K	Buy	+4,989	New	+$663K	0.12%	201
2021 Q4	–	Sell	-15,133	Closed	-$1.89M	–	465
2021 Q3	$1.89M	Sell	15,133 -10,548	-41%	-$1.38M	0.34%	89
2021 Q2	$3.35M	Buy	+25,681	New	+$3.43M	0.61%	46
2021 Q1	–	Sell	-5,841	Closed	-$662K	–	417
2020 Q4	$662K	Buy	+5,841	New	+$622K	0.15%	168

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

Moloney Securities Asset Management's IYM Position: Q1 2024 in Review

Moloney Securities Asset Management sold out of iShares US Basic Materials ETF (IYM) in Q1 2024, closing a stake of 2,956 shares — an estimated $408K sold.

Moloney Securities Asset Management first reported a position in IYM in Q4 2020 and held it in 7 quarters. The position peaked at $3.35M in Q2 2021. 198 funds tracked by Wall St. Rank hold IYM as of Q1 2024.

Moloney Securities Asset Management reported no remaining iShares US Basic Materials ETF position as of Q1 2024 after selling out during the quarter.
Moloney Securities Asset Management sold 2,956 iShares US Basic Materials ETF shares in Q1 2024, an estimated $408K.
Moloney Securities Asset Management first reported a position in iShares US Basic Materials ETF in Q4 2020 and held it in 7 quarters.
Moloney Securities Asset Management's iShares US Basic Materials ETF position peaked at $3.35M in Q2 2021.
198 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2024.

Based on Moloney Securities Asset Management's 13F filing for Q1 2024, filed 1 May 2024.