Money Concepts Capital’s iShares US Basic Materials ETF IYM Stock Holding History

Money Concepts Capital’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 Q4	–	Sell	-8,722	Closed	-$1.1M	–	394
2023 Q3	$1.1M	Sell	8,722 -502	-5%	-$66.4K	0.12%	186
2023 Q2	$1.23M	Buy	+9,224	New	+$1.19M	0.13%	179
2023 Q1	–	Sell	-28	Closed	-$3.49K	–	1744
2022 Q4	$3.49K	Hold	28	–	–	﹤0.01%	2500
2022 Q3	$3K	Hold	28	–	–	﹤0.01%	1318
2022 Q2	$3K	Hold	28	–	–	﹤0.01%	1265
2022 Q1	$4K	Hold	28	–	–	﹤0.01%	2281
2021 Q4	$4K	Buy	+28	New	+$3.77K	﹤0.01%	715
2021 Q1	$4K	Hold	28	–	–	﹤0.01%	672
2020 Q4	$3K	Buy	+28	New	+$2.98K	﹤0.01%	633

Other funds holding IYM

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

Bank of America

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

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

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

Royal Bank of Canada

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

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return