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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Money Concepts Capital's IYM Position: Q4 2023 in Review

Money Concepts Capital sold out of iShares US Basic Materials ETF (IYM) in Q4 2023, closing a stake of 8,722 shares — an estimated $1.1M sold.

Money Concepts Capital first reported a position in IYM in Q4 2020 and held it in 9 quarters. The position peaked at $1.23M in Q2 2023. 203 funds tracked by Wall St. Rank hold IYM as of Q4 2023.

Money Concepts Capital reported no remaining iShares US Basic Materials ETF position as of Q4 2023 after selling out during the quarter.
Money Concepts Capital sold 8,722 iShares US Basic Materials ETF shares in Q4 2023, an estimated $1.1M.
Money Concepts Capital first reported a position in iShares US Basic Materials ETF in Q4 2020 and held it in 9 quarters.
Money Concepts Capital's iShares US Basic Materials ETF position peaked at $1.23M in Q2 2023.
203 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2023.

Based on Money Concepts Capital's 13F filing for Q4 2023, filed 12 Feb 2024.