Nalls Sherbakoff Group’s iShares US Basic Materials ETF IYM Stock Holding History

Nalls Sherbakoff Group’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
2018 Q4	$19K	Buy	+230	New	+$20.6K	0.03%	212

Other funds holding IYM

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

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nalls Sherbakoff Group's IYM Position: Q4 2018 in Review

Nalls Sherbakoff Group opened a new position in iShares US Basic Materials ETF (IYM) in Q4 2018: 230 shares worth $19K. The stake represents 0.03% of the portfolio and ranks #212 among its holdings.

127 funds tracked by Wall St. Rank hold IYM as of Q4 2018.

Nalls Sherbakoff Group held 230 shares of iShares US Basic Materials ETF worth $19K as of Q4 2018.
iShares US Basic Materials ETF was a new Nalls Sherbakoff Group position in Q4 2018.
iShares US Basic Materials ETF made up 0.03% of Nalls Sherbakoff Group's portfolio in Q4 2018, its #212 holding.
127 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2018.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2018, filed 13 Feb 2019.